๐๐๐Mid Year is a good time to review my portfolio performance and reflect on my progress. The best performance surprisingly came from my US stock portfolio which comprise mainly of ETFs.
I love to invest in ETFs since they offer a low cost, value for money choice as I am just a small retail investor with limited funds. ETFs provide me with an easy solution and offer a diversified allocation to whatever sector I am keen to invest in.
My best performing ETF is $Energy Select Sector SPDR Fund(XLE)$ which gives me instant access to the US Oil Giants such as Exxon Mobil, Chevron and Warren Buffett's favourite oil company $Occidental(OXY)$
I am currently up 52%. I have started investing in XLE prior to the Ukraine war. Due to the ban on Russian oil by US and its allies, the US Oil Giants have been doing well. Then came the Middle East geopolitical conflict in Palestine. Both wars are still ongoing. XLE also pays nice, juicy dividends. The current dividend yield is 3.25% paid every 3 months.
My second best performing ETF is $SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM)$ . SPTM represents 90% of the investable US equity market. This ETF is designed to measure the performance of the large, mid and small capped segments of the US equity market. SPTM consists of stocks included in the S&P500 Index, the S&P Midcap 400 Index and the S&P Smallcap 600 Index.
In order to qualify and be included in the underlying index, companies should have positive aggregate earnings over 4 most recent quarters and for the most recent quarter. In other words, the index does the heavy lifting for me, weeding out the non performing companies and adding in the profitable ones.
SPTM also pays quarterly dividends. The current dividend yield is 1.31%. The expense ratio is a low 0.03%.
I am currently up 28% in SPTM.
I have also invested in $STI ETF(ES3.SI)$ which is Singapore's largest and oldest ETF. The STI ETF represents 30 of Singapore 's best and strongest blue chips stocks. In the Top 10 holdings, these include the 3 Big Singapore Banks DBS, OCBC and UOB as well as Singtel, Capital Integrated Commercial Trust, Singapore Airlines, Jardine Matheson, Capitaland Ascendas REIT, Keppel Ltd and Singapore Exchange.
The current dividend yield of STI ETF is 4.19% paid every 6 months. The expense ratio is 0.30%.
I am currently up 20% on STI ETF.
My best performing stock is $Alphabet(GOOGL)$
I had a scare when Google dropped below USD 100 on 2022 but I held on since I have strong conviction in the company. Google surprised me by paying dividends this year as it has never done so before. The current dividend yield is 0.42%. I am really glad that I did not panic sell my Google stock.
Next to Google, my 2nd best stock is $DBS Group Holdings(D05.SI)$
DBS has been generous to its shareholders with increasing dividends and even bonus shares in 2024. DBS pays dividends every quarter. The current dividend yield is 5.09%.
To me, investing is a marathon, not a sprint. My basic strategy is to buy and hold great stocks and ETFs long term and let the magic of compounding happen over time. I do not worry too much about volatility in the markets because that is the price I am prepared to pay to experience outsized gains long term.
As Warren Buffett likes to say "The stock market is a device for transferring money from the impatient to the patient" and just like him, my favourite holding period is Forever!
@TigerEvents @TigerStars @MillionaireTiger @Tiger_comments @Daily_Discussion @CaptainTiger
Comments
Congrats on your gains!!!!
The stock market will surely reward smart and patient investors like you. ๐ก๐
$SPDR 1500(SPTM)$ $Alphabet(GOOGL)$
Kia ora Koolgal!
๐๐๐Congratulations to you ~ a Singapore ๐ธ๐ฌ star ๐ซ and our very own top contributor!๐๐๐ Your mid-year portfolio review is absolutely stellar! I'm still catching up on posts but I'm so impressed! your post is worthy of sharing also as a timely reminder in the current market! ๐๐๐ It's inspiring to see how your ๐บ๐ธstock portfolio, especially your ETFs, have been your shining stars! โจ ๐๐๐
Your choice of ETFs, like the $Energy Select Sector SPDR Fund(XLE)$ & $SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM)$ truly highlights your keen investment acumen. ๐๐ก With XLE up a whopping 52%, your foresight in the energy sector before the Ukraine war is commendable. ๐โก The juicy dividends must be the cherry on top! ๐๐ฐ
And kudos on your 28% gain with SPTM! ๐๐ The blend of large, mid, and small caps seems to be working wonders, and those low expense ratios are certainly paying off. itโs a fantastic ETF and most likely a good time to buy the dip now! ๐๐๐น
Your ventures into $STI ETF(ES3.SI)$ and $Alphabet(GOOGL)$ further showcase your diversified strategy. ๐๐ A 20% gain on STI ETF with its strong blue-chip base, and a remarkable 64% gain on Google, especially through turbulent times, are no small feats! ๐๐ GOOGL is a fantastic stock that I absolutely love! It's like the gift that keeps on giving, surprising us with dividends and soaring to new heights! ๐๐ Bravo on having the cool-headed fortitude to hold steady and not panic sell ~ truly the mark of a seasoned investor with nerves of steel! ๐งโโ๏ธโจ I believe it will see another dip in the next day or so & then we should see a recovery around 15-17 August. ๐๏ธ๐ฎ
It's clear that patience and a long-term perspective are your secret sauce, & you're truly embodying Warren Buffett's wisdom. ๐ฐ๏ธ๐ซ "The stock market is a device for transferring money from the impatient to the patient" ~ ๐ข on! ๐๐
You're making investing look cooler than an ice cream sundae in the Singapore heat! ๐ฆ๐ Your strategy is smoother than a my favourite perfect latte, and your results are hotter than a summer's day in Singapore! โ๏ธ๐ฅ Your mentorship and guidance are truly invaluable, making us all aspire to your portfolio prowess. ๐๐
Your performance is not just goodโit's Kool-tastic! Keep rocking those gains and being an inspiration to us all. ๐ธ๐ I absolutely love your insights, trading style and share your enthusiasm for a mix of long-term stocks and ETFs. Also for myself, I thrive on the thrill and adrenaline of short-term gains with options trading to build๐ช my capital. Itโs the perfect blend of excitement and strategy for me, like a favourite investment cocktail! ๐น๐๐
Wishing you all the very very best for success & profits๐ฐ๐ธ๐! Cheers, BC ๐
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