SRS Portfolio - 21 March 2021

I apologize. I haven't been updating my SRS blog since Chinese New Year.

During this period, the SRS account received $791 of distributions from Suntec REIT. I didn't manage to deploy any SRS cash during the recent correction as I was busy adding non-SRS positions in US and HK as the correction in those markets were much deeper and more volatile. 

My portfolio as of 21 March 2021 as follows.

I also topped up my 2021 SRS account with $15,300 even though I am sitting on quite a bit of cash in the SRS account.

My cash balance now stands at $258,375 (rounded). The ROI on my SRS account is 1.71x and the IRR is 7.7% 

I would encourage readers to be disciplined and don't look down on small regular contribution as the account would grow with time. As you can see from the table above, I started making contribution to SRS account in 2006 and this is my 16th year! (wow time flies!)

I would like to deploy the cash into 4-5 positions of $50,000 to $60,000 each. Given the limitation on where I can deploy the SRS cash, the focus will continue to be in REITs, banks and technology-related companies.

It's already coming to the end of March, time to do something if you haven't been planning for your own retirement!  Save - Invest - Retire.

Happy retirement planning!