Monthly Portfolio Update for August 2016 – Dividend Payout from STI ETF!

This month, we received a nice juicy dividend payout from our holdings of the STI ETF, which is a basket of 30 STI Component blue-chip stocks.

This is a core of our long-term passive income strategy, and we will continue to add to these holdings, as it naturally provides good diversification, and allows us to focus on being in sync with the market cycles, instead of having to spend a crazy amount of time trying to read financial statements and analyst reports to find the “best stocks” to buy.

monthly portfolio updates 020916 2

For my current allocation, cash and real estate (allocation budget) still remains the bulk of my portfolio, at 30% and 36% respectively. Fixed income consists of 13%, which is very close to the target allocation of 15%. Our Gold holdings increased to 3% during to appreciation of Gold prices, adding to the portfolio gains for this month.

For August, we had pretty decent trading gains for the month, which we withdrew and added to our warchest of cash reserves. This is in line with our strategy to keep a fixed trading capital base, since we only need a fixed capital base to consistently generate monthly returns.


Here are my current holdings as at the end of August 2016:
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For more insights into my portfolio construction, and how you can create your own customized portfolio, I will be touching more on it during my “Trading Foundation Workshop”, where I will cover all the essentials to kickstart your trading & investing journey. Check availability:

Good luck! 😀

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About the author

Spencer Li is a trader, investor and entrepreneur who currently manages his own portfolio of stocks, REITs, currencies, cryptocurrencies, properties, and businesses. As a former professional in private equity and proprietary funds, he has over 10 years of market experience, and has been featured on more than 20 occasions in the media. As an international speaker and avid globetrotter, he has travelled to over 50 countries to spread his knowledge.


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