Tuesday 31 December 2013

Year 2013 : Portfolio

Today marks the last day of 2013. I hope that everyone had a great investing year in 2013. For me, I picked up many constructive learning points along the way and I hope you guys did too. Now, I am looking forward to the year 2014 and wish everyone a prosperous, successful, HEALTHY and a Happy New Year! Nothing beats health not even wealth. I advocate on this because wealth cannot compensate health. So please, do keep yourself in the pink and keep an active healthy lifestyle. Balance and moderation is the key :)

As an investor, I am more focus into growth/value investing. My current portfolio may not be as huge as other financial bloggers out there but I hope one day I will be able to follow their foot step. 

Year 2013

Initial Invested Portfolio*                                             $10,000++ 
Current Total Portfolio (Inclusive of cash)                $15,260.57
War chest                                                                       $1045.49

Dividends                                                                      $492.85
Capital Gain (Inclusive of dividends)                        $1,743.68



*Initial Invested Portfolio is an estimate because I did not keep track of it at the beginning of the year.



Some people may wonder where did I get my capital from?
I am a saver and less of a spender. All my hard earned money came from my personal savings, army savings, part time/ad hoc jobs. Although I am independently sustaining myself such as paying my own expense (Transport, Bills, Entertainments, Insurance), I will try every means and ways to scrim and save. I stopped asking for pocket money upon my first pay check after A level till to date and contribute a part of my pay to my mum monthly. So, I am personally quite satisfied to be able to reach this amount.

I opened my first account with Philips Securities in mid 2012 and eventually managed to set up my SCB account around October 2013 which really helps me cut cost on transaction cost. The previous brokerage I used have a minimum commission fee of $25 per transaction. Hence, small timer like me enjoys the privilege of the low commission fees SCB offers :) 

 I hope by sharing my portfolio will not only serves as a motivation and a target for me in the future to progress on. This blog serves not as a purpose to flaunt my wealth but rather to provide a sharing ground for everyone and hopefully, it may stir some motivation or inspire some readers. Like I mention, I am still learning and wish to gain more insights from seniors out there. I will continue to progress and learn ; As a Chinese saying goes "活到老,学到老".

Cheers!
Have a Happy New Year!

Little Boy


6 comments:

  1. Little Boy,

    Just a small feedback.

    You may want to remove the hyphen that looks like minus in your post above. Superstitious people may think it can be very "shuey"!

    CNY coming next. Buy red underwear. Ang kong kong power one!

    Cheers!

    ReplyDelete
  2. Hi SMOL,

    Thank you for the feedback.

    I have done editing it. Hahaha. Yeah, feels like a great start to a new year after "minus-sing" away the hyphen. Yup, will definitely add red underwear to my shopping checklist. :D

    Cheers!

    ReplyDelete
  3. Hi Phileas,

    Thank you for visiting my humble blog.

    I will continue to update my blog. Hope you do come by and read :)

    It's my first time visiting your blog too. I will bookmark and follow your blog post. Happy Investing too.

    Cheers!

    ReplyDelete
  4. Hi littleboy

    Sounds a little weird calling you little boy though you are only a few years my junior :). You remind me of when I just started.

    I hv no doubt you will be successful just by looking how you grow to mature so early at your age. Keep going!!!

    Looking for more updates from you ^^

    ReplyDelete
    Replies
    1. Hi B,

      Thank you very much for visiting my blog.

      Don't worry, even though I'm a few years your junior, in fact I'm quite little in size. Hence, my nickname Little Boy :) So you don't have to feel weird calling me that at all. Hahaha!

      I'm a silent reader of your blog quite some time ago. I really admire how you build up the size of your portfolio and glad to be learning from your blog post too.

      Sure, I do hope I follow your footpath too. I'm looking forward for your post too.

      Thank you very much!
      Cheers!

      Delete