* Updated chart
Here is the chart comparing my unrealised profit vs accumulated gain/loss + dividends for the Year 2017:
Capital in Portfolio: $10,000.00
Portfolio Cost: $10,490.66
Portfolio Value: $10,323.00
Dividends Received in 2017: $256.60
(2.57% gain according to capital pumped, 2.44% gain according to cost)
Total Closed + Dividends: $630.72
(6.31% gain according to capital pumped, 6.01% gain according to cost)
Total Closed + Dividends + Unrealised P&L: $463.06
(4.63% gain according to capital pumped, 4.41% gain according to cost)
I’ve received a total of $256.60 in dividends this year which equates to $21.38 per month. I feel that it isn’t too shabby since I only started investing only around end Feb this year (missed the payouts in Feb sobs). Was the risk involved in investing worth it? Definitely. Actually to me, I don’t really get affected by the changes in share price or rather I try not to let it affect me, as long as my companies continue to give me the dividends, I’m happy enough. Some might not agree but I believe in time to come, those capital that is lost in the share price will be earned back from the dividend payouts.
Taking into account the unrealised profit, the gain/loss, and dividends received for this year, we have managed to close the year with a profit of $463.06, thanks to ParkwayLife REIT. Not really a big achievement as 2017 was quite a rallying year, however, slowly but surely, shouldn’t be too hard on myself as it’s only my first year into investing. Hope I’ll get to learn more and put the knowledge into use next year!
For next year, I would like to venture into getting some Singapore Savings Bond (SSB) if I have the chance to (might not have enough liquidity since we MIGHT BE paying for the downpayment in May). I’ll bound to ORD this coming May and starting school in June, this means that I will not have as much income as I am getting now (unless I find a part-time job while studying, which I am aiming to).
In 2018 I will also bring myself to learn more and improve on how to analyze a company with fundamental and technical analysis. Excited and hungry to learn!
Not to let emotions come into play. I’ve sold Parkway at $2.83 before XD to lock in profits due to talks about the market crashing, however it rallied till $3 even after XD. I think it’s better to keep the noise away..
Oh well, have a great New Year’s Day!