After I updated my end Mar 2021 net worth numbers on our Net Worth Google Sheet and blog page, I proceeded to update the rest of my StocksCafe, Robo Advisors and Coinhako blog pages. Tracking our entire investment portfolio on StocksCafe is proving increasingly difficult as we open more Robo Advisor accounts (StashAway, DBS DigiPortfolio and OCBC RoboInvest). Each Robo Advisor portfolio has its own set of ETFs and our monthly contributions mean that there is quite a number of buy ETF manual transactions that have to be input on StocksCafe at the end of each quarter.
At this time, I have only input the buy individual SG and US stocks and ETFs transactions from our Stan Chart online equity trading accounts into StocksCafe. The total individual stocks and ETFs (excluding Robo Advisors) portfolio value adds up to about S$730,000 as of end Mar 2021.
Feb 2021 had incremental positions in the following SG stocks and ETFs:
- Lion-OSPL HS Tech ETF
- Singtel
- Sembcorp
- DairyFarm
- CapitaLand
- Keppel
- ComfortDelGro
Mar 2021 saw a significant build up of positions in the following US stocks and ETFs:
- Invesco QQQ ETF
- Sea Ltd
- Nio Inc
- Nvidia Corp
- Ark Innovation ETF
- Ark Fintech Innovation ETF
- Palantir Technologies Inc
- Unity Software Inc
- Paypal Holdings Inc
- Fastly Inc
- PinDuoDuo Inc
Photo by RODNAE Productions on Pexels.com
I have decided to stop inputting the Robo Advisor accounts transactions into StocksCafe and just track their portfolio values in my blog page. Too much effort for too little reward. Updating my Robo Advisor blog page involves taking screenshots of the portfolio values from our online accounts and pasting them in. Our StashAway and DBS DigiPortfolio portfolios are still in the green because we started contributing to them earlier (Sep 2017 and Dec 2019 respectively) when prices of the ETFs were lower. We started OCBC RoboInvest in Jan 2021 when prices of the ETFs were higher (especially the tech-focused ones in the thematic portfolios) and it’s in the red now. The total Robo Advisors portfolio value adds up to about S$100,000 as of end Mar 2021.
As for my Coinhako blog page, I just took a screenshot of my crypto portfolio from my online account and pasted it in. It has small positions in every Crypto available for trading on Coinhako and it’s in the green as I started in Aug 2020 and bought in during the dips. The total value adds up to about S$20,000 as of end Mar 2021. My wife is thinking about setting up an account with another provider to invest in Cryptos and perhaps do more with it then just hold them at an exchange like I do. There’s an entire body of knowledge on what to do with Cryptos to earn more money that we are only just beginning to explore.
Admittedly, we are slow adopters to anything new and picking up on trends. Look at how late we are to learning about technology stocks & Cryptos and we still don’t understand most of what’s going on. We don’t take high risks and are not as aggressive when it comes to investing. We are also not the kind to come up with something new and be at the forefront of anything. But we try to react accordingly and take the time to do it. This requires a lot of patience because it seems like everyone is ahead of the curve when we are so behind. We have to accept the negative sentiment & feelings, try not to let them affect us and just keep pushing forward.