Saturday, 3 May 2025

Total Net Worth = $1,940,547 (Excluding CPF and Cash Savings)


Family Portfolio

  Company
   Shares       Price     Value    Dividend  
  AIMS (O5RU)  129,400$1.240$160,456$12,034
  CICT (C38U)  120,000$2.150$258,000$13,080
  FCT (J69U)  100,100$2.260$226,226$12,012
  FLCT (BUOU)190,000$0.900$171,000$12,920
  PNE (BDA)200,000$0.475$95,000$6,000
  Starhill (P40U)300,000$0.500$165,000$11,800
  Tiong Seng (BFI)   80,000$0.094$7,520$0
  Portfolio Cash--$121,187-
  XIRR = 9.2% | Current Profit = $381,288  
  $1,204,389  $67,926


Personal Reserve Portfolio

  Company
   Shares       Price     Value    Dividend  
  FCT (J69U)  12,000$2.260$27,120$1,440
  PNE (BDA)32,500$0.475$15,438$975
  SSBNANA$20,000$594
  XIRR = 11.7% | Current Profit = $23,919  
  $62,558  $3,009


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)    $500,000


Personal Alternative Investments

  Item
  Market Value  
  Jewellery  $20,000
  Trading Card  $153,600