Dividends Collected: August 2025

 

S$32.8k for August 2025. In comparison $31.8k in August 2024, so only a marginal increase. However, it's not a perfect comparison because several counters seem to be inconsistent in relation to which month they pay their dividends (while some counters never seem to change)

Since I have been investing in US stocks in 2025 and bought a fair amount of LionGlobal All Seasons Unit Trust (which doesn't pay dividends) instead of channelling most of the money to dividend stocks or interest bearing T-bills, the best I can hope for is marginal growth in dividends this year I guess.

Dividends Collected: July 2025

 

Just realised that I forgot to upload my July dividends. Not much S$ dividends but overseas counters paid dividends.

August 2025: 20% YTD

 

The stock market went crazy over Powell's speech at Jackson Hole even though he didn't actually say much. One wonders if it is a case of confirmation bias if everything he says is interpreted as pointing to a rate cut.

My YTD return has now hit 20%, handily outperforming the S&P500. 20% on a 7-figure portfolio is a pretty tidy sum and I have no complaints. Others may have higher returns but its not a competition so let's all Huat together!

I don't know when the next correction is coming but I will continue to DCA ETFs and do a little stock picking. 

Exited INTC @ 25.00 and also TEF

 

 

I mentioned in a previous post that I was practising trading and one of my test counters was Intel. In round 1 I exited at $26.10 then after it crashed below $20 I bought a 2nd round and now after many ups and downs, I managed to exit at $25.00

https://buyaftercrash.blogspot.com/2025/03/market-rally-is-good-time-to-tidy-up-by.html

It is goes below $20 again, I will buy again. If it keeps on going up  (like ETHA is doing now), no regrets since the objective of trading is suppose to be to realise profits.... 

Separately, I sold some some more Telefonica since it has been hitting a 52-week high. I have one more batch of Telefonica to see then I will have exited it fully.

NVO bleeding, but overall portfolio staying afloat

 

I have about 1,000 NVO shares (including recent averaging down trades) so the current price means I am suffering losses on this counter. On the bright side, the winners are helping to cushion the impact of the losers so my portfolio is still afloat and outperforming the S&P500 YTD. 

I plan to hold onto NVO for the long term and maybe DCA a little bit each month. In terms of position sizing, I will cap it at US$100k.

Nike on the move, accumulating more LULU

 

The same JPMorgan analyst who downgraded LULU with a target price of $224 has upgraded NKE. Since I have a large holding of Nike, that's good for me. The Lulu downgrade also gives me an opportunity to buy more, with the price dropping below the JPMorgan TP of $224.

Finally Broke Even: 2800.HK

 

Thanks to the search function, I can find out that I started investing in the Tracker Fund of HK 2800.HK in July 2018. As the chart shows, this was near the peak, and thereafter there was a series of never-ending crashes. Given the grim chart, it might be reasonable to think that this is just one of the losses an investor has to take and hope that the gains from other counters would offset it.

However, for better or worse, I continued to RSP 2800.HK and benefited from using FSMOne's 0% commission promotion. Occasionally, I would buy some 'extra' over and above my RSP amount.

Finally, in July 2025, I have broken even with my 2800.HK holdings showing a +1.6% gain (in S$ terms). This is capital gain and excludes the annual 3.3-3.5% dividend yield from the HSI that I collected while waiting for the recovery. Keep calm and collect dividends, as the saying goes.

One might say that I could have made more money if I sold my 2800.HK at a loss and bought crypto or Tesla. I would say fair comment and there are some investors who are able to do that. For myself, I am happy if my worst performing counter (looking at the chart I don't think there's anything worse than this, considering the time I entered near the peak) is showing a profit. 

Patience and time in market are important lessons for investors to learn.  

My first purchase of 2800.HK in July 2018: BuyafterCrash: Strategy Report: July 2018