My Q1 2022 quarterly review 1季度复盘

Q1 2022 has finished, I would like to submit my Q1 quarterly financial report to Tiger Brokers.

Personal profile: a salary worker, small conservative retail investor, live in Singapore.

Tiger account P&L analyst showed RoR 2.99%.

Top released gain: HPH

Top released loss: Aztech, not really sold out, to contorl position and risk. 

Top floating gain stocks is Wilmar.

Top floating loss stock is HST. 

Tiger account analyst did not add dividend, since I am conservative retail investor, I main positions are on ETF, dividend, and blue-chip stocks. Dividend income is important to my portfolio. Here is secured dividend income up to today.

There is huge fluctuation in stock market in 1Q 2022. I added 30K SGD stocks on $上海实业环境(BHK.SI)$ , $新科工程(S63.SI)$ , China Everbright Water , $中国航油(新加坡)股份有限公司(G92.SI)$ and $新兴市场ETF-Vanguard MSCI(VWO)$ during the Russia and Ukraine conflict. I did not add on $Lion-OCBC Sec HSTECH S$(HST.SI)$ because I held a few emerging market stocks funds and ETF, they are overlapped on $腾讯控股(00700)$ , Alibaba and Meituan. So, I need not to add HST purposely. I restrained my exposure to Internet Tech as I am a conservative investor.

Allocation is key factor for long term investment journey. And it defined our return and risk level.

My allocation is as below,

A Singapore HDB 4 room apartment, no house loan. Peter Lynchy said, you need ask yourself before you invest in stock, do you have a house?

Singapore Government Saving bond, 110K SGD, average yield in 10 years is around 2%. Singapore Saving Bond is available for early redeem, no penalty, one month notice.

Dollardex platform, major asset were low risk bond and emerging market stock Funds 150K SGD

Tiger account asset value 110K SGD.

Cash was around my family 1 year living expense.

Outlook, I am still optimist on Emerging market ETF, China and HK P/E were at lowest history position area. But S&P 500 should hold, there is uncertainty on US market as Stagflation and interest hike

I added 30K SGD on stocks in Q1 which was not original plan, it reduced my investment budget in rest of 2022. I will add on VWO or Tracker of HK stock fund in the proper time.

Below is 'VWO' fact sheet. 

@TigerStars @爱发红包的虎妞 @TigerEvents 

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  • 苗派
    ·2022-04-04
    Thanks for sharing 🙏🏻🙏🏻 it Helps newbie like me on portfolio management. Good Read 👍👍 just learn today that Tiger’s stock P&L analysis is useful. Cheers !!
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    • 苗派
      Thank you 🙏🏻🙏🏻
      2022-04-04
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    • MilkTeaBro
      we move forward together. the patience is important and build up your own style. Every Strategy can win at certain time window.
      2022-04-04
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  • jethro
    ·2022-04-04
    congratulations 🎊
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  • InvisibleP
    ·2022-04-04
    Wow, you buy a lot of shares. Can focus?
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    • MilkTeaBro
      these kind of stocks price are stable, you need not take care them. only earnings season check the financial report. so need buy more, make sure some of them can earn in a year.
      2022-04-04
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    • InvisiblePReplying toMilkTeaBro
      Thanks for sharing
      2022-04-04
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  • MilkTeaBro
    ·2022-04-03
    my portfolio is dividend and blue chips stocks, the price is stable, can't earn much money. I expected it can beat the inflation and government bonds.
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    • MilkTeaBroReplying toBig Boy
      it is good one, but you must hold it to cross the bear market, don't sell out ETF in bear market.
      2022-04-03
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    • Big Boy
      Is ETF really able to give return? Invested a few, but dropped a lot recently...
      2022-04-03
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  • jat
    ·2022-04-04
    woow... thank you for sharing... it's a gd allocation... may i ask what's your view on HST ?
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    • MilkTeaBro
      if you hold it more than 3 years, it is high chance to win. now it's bottom area.
      2022-04-04
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  • kino318
    ·2022-04-04
    very well plan and at least u know what u want. congratulations.
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    • MilkTeaBro
      yes. this portfolio can't earn much, they are boring. but it is stable. the goal is to beat government bond and inflation. I don't mind earn money slowly.
      2022-04-04
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  • VirgilLouis
    ·2022-04-02
    I also really like Vanguard as an ETF because it diversifies risk and includes many of my favourite companies.
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  • JosHi5
    ·2022-04-03
    thanks for your sharing. it is good for diversify portfolio
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  • FredLee
    ·2022-04-02
    You had a pretty good quarterly return, in this climate of a bad global economy.
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  • SR050321
    ·2022-04-02
    I think you deserve salute for all the report including dividend report. I wish you huat huat [Salute][Strong][Applaud][Happy]
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  • Ron18
    ·2022-04-02
    This ETF consists of quite a number of Chinese companies. Will be bullish id China continue to boost the market. [smile] [Happy] [LOL]
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  • VivienWilcox
    ·2022-04-02
    This ETF holds a relatively large proportion of Chinese companies and I am bullish on the later stages of the Chinese market.
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  • Road1Warrior
    ·2022-04-03
    interesting on this portfolio
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  • nightfury
    ·2022-04-03
    very good result
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  • KYHBKO
    ·2022-04-02
    good sharing, performance and analysis.
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  • MilkTeaBro
    ·2022-04-03
    if you miss out $SINGAPORE AIRLINES LTD(C6L.SI)$ don't miss out $CHINA AVIATION OIL(S) CORP LTD(G92.SI)$ . soon or later China will open border gradually and airlines become busy.
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  • SPOT_ON
    ·2022-04-02
    milktea bro you solid
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  • Twelve_E
    ·2022-04-02
    Awesome and detailed calculate!!
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  • jgaldon
    ·2022-04-04
    thanks for sharing ur thoughts n approach to investing
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  • MilkTeaBro
    ·2022-04-02
    vanguard ETF expense ratio was lowest, the stock funds  manager most of time can't beat market, main reason is 2% cost each year.
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