Year 2020: Investments

D
Mar 29, 2021

2020 was when I started deviating away from my core investment principle of just sticking to two ETFs - CSPX and EIMI. I dabbled a little in other tech stocks, other ETFs, and even speculated a little (bought and sold within 2–3 days).

IBKR stats (all monetary amounts are approximate):

  • NLV Dec 31 2019 = $113,000
  • 2020 Deposits = $158,000
  • 2020 Mark-to-market change = $39,000
  • 2020 Gains from dividends = Dividends–WHT = 6–2 = $4
  • NLV Dec 31 2020 = $311,000
  • TWRR = 18.55%
  • MWR = 23.23%
  • No. of trades = 27
  • Commissions paid = $93
  • Account maintenance fees paid = $0

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D
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A compendium of the financial journey of a local Singaporean