Thursday, 3 October 2024

Total Net Worth = $1,770,472 (Excluding CPF and Cash Savings)


Family Portfolio

  Company
   Shares       Price     Value    Dividend  
  AIMS (O5RU)  54,400$1.320$71,808$5,059
  CICT (C38U)  120,000$2.130$255,600$12,720
  FCT (J69U)  95,000$2.310$219,450$10,925
  FHT (ACV)111,300$0.460$51,198$2,671
  FLCT (BUOU)75,000$1.170$87,750$5,250
  Paragon (SK6U)55,000$0.930$51,150$2,750
  PNE (BDA)200,000$0.480$96,000$6,000
  Starhill (P40U)300,000$0.550$165,000$10,800
  Tiong Seng (BFI)   80,000$0.071$5,680$0
  Portfolio Cash--$57,516-
  XIRR = 10.1% | Current Profit = $374,727  
  $1,061,152  $56,175


Personal Reserve Portfolio

  Company
   Shares       Price     Value    Dividend  
  FCT (J69U)  12,000$2.310$27,720$1,380
  PNE (BDA)32,500$0.480$15,600$975
  XIRR = 12.5% | Current Profit = $22,573  
  $43,320  $2,355


Family Property

Dividend Hermit has paid off all mortgage loan at 32 years old :)

  Property            
Cost PriceMortgage  Market Value  
  HDB (4-Room)  $276,000 (Jan 2016)    Fully Paid (Jul 2020)    $475,000


Personal Alternative Investments

  Item
  Market Value  
  Jewellery  $20,000
  Trading Card  $171,000