List of JP

Saturday, 22 December 2018

(Post 69/week 52)Investment project update part 2:Posb invest saver DEC 2018 summary

Posb invest saver update(Dec 2018)

My POSB invest saver update for the month of May, read here

My POSB invest saver update for the month of June, read here
My POSB invest saver update for the month of July, read here
My POSB invest saver update for the month of Aug, read here
My POSB invest saver update for the month of Sept, read here
My POSB invest saver update for the month of Oct, read here
My POSB invest saver update for the month of Nov, read here


Regular saving plan updates for ABF Singapore Bond Index Fund(A35)


Breakdown of my regular saving plan(A35) this month(Dec 2018)
Total amount(regular saving plan)A35:$100
Price per share:$1.149300
Gross sales charge:0.5%
Net sales charge amount:0.5% of 100=$0.50
Net amount invested: Total amount-net sales charge amount=$100-$0.50=$99.50
Units issued: Net amount invested/price per share=$99.50/$1.149300=86 units



Summary: As of 23 Nov, the share price of A35 was at 1.157, has went up from last month, but still quite at the middle with its maximum at 1.25(2011) and its lowest 1.00(2008). Will be watching it for any further movement, once below 1.100 will make a bulk purchase.No change in sentiment from last month.The increase is probably due to the STI ETF(ES3) dropping these few day(when stock drop,bond increase)





Regular saving plan updates for Nikko AM Singapore STI ETF(G3B)

Breakdown of my regular saving plan(G3B) for this month(DEC 2018)
Total amount(regular saving plan)A35:$100
Price per share:$3.235700
Gross sales charge:0.82%
Net sales charge amount:0.82% of $100=$0.82
Net amount invested: Total amount-Net sales charge amount=$100-$0.82=99.18
Units issued: Net amount invested/price per share=$99.18/$3.235700=30 units





Summary: As of 23 DEC 2018, the share price of G3B is at 3.18 and ES3 is at 3.10. Both ES3 and G3B has been on a downtrend, will ES3 drop below 3.00?. I think there is still a possibility.  Will continue to be watching it along with A35.Great time to purchase in bulk!










(Current regular saving plan portfolio)

(When you trade long term through dollar cost averaging, no need to worry about the red:D)

Don't forget to DYODD(Do your own due diligence!)

No comments:

Post a Comment