Portfolio as per 5th September 2026:
No. | Counters | No of Shares | Market Price per Share (SGD) | Total Value (SGD) | Allocation (%) |
| 1 | Aspial Lifestyle | 200,000 | $0.355 | $71,000.00 | 4.41% |
| 2 | Beng Kuang | 75,000 | $0.405 | $30,375.00 | 1.88% |
| 3 | BRC Asia | 10,000 | $4.22 | $42,200.00 | 2.62% |
| 4 | Coliwoo Holdings | 100,000 | $0.485 | $48,500.00 | 3.01% |
| 5 | DBS | 1,980 | $78.65 | $155,727.00 | 9.67% |
| 6 | Food Empire | 120,000 | $2.21 | $265,200.00 | 16.47% |
| 7 | HGH | 4,000,000 | $0.017 | $68,000.00 | 4.22% |
| 8 | Info-Tech | 30,000 | $0.895 | $26,850.00 | 1.67% |
| 9 | JB Foods | 80,000 | $0.75 | $60,000.00 | 3.73% |
| 10 | Multi-Chem | 8,000 | $4.48 | $35,840.00 | 2.23% |
| 11 | Nam Cheong | 25,000 | $1.04 | $26,000.00 | 1.61% |
| 12 | OCBC | 3,936 | $32.27 | $127,014.72 | 7.89% |
| 13 | PC Partner | 100,000 | $2.93 | $293,000.00 | 18.20% |
| 14 | Propnex | 20,000 | $1.77 | $35,400.00 | 2.20% |
| 15 | Riverstone | 30,000 | $0.79 | $23,700.00 | 1.47% |
| 16 | Samudera Shipping | 25,000 | $0.915 | $22,875.00 | 1.42% |
| 17 | SBS Transit | 8,000 | $3.76 | $30,080.00 | 1.87% |
| 18 | Sing Investment & Finance | 20,000 | $1.58 | $31,600.00 | 1.96% |
| 19 | Thakral | 30,000 | $1.64 | $49,200.00 | 3.06% |
| 20 | UOB | 1,830 | $42.01 | $76,878.30 | 4.77% |
| 27 | Cash | $90,770.00 | 5.64% | ||
| TOTAL: | $1,610,210.00 | 100% |
Six years ago, my portfolio was worth $497,820. Today, it stands at $1,610,210 — a 223% increase in value.
What makes the journey particularly meaningful is that I haven’t added any new capital during this period. Instead, I’ve withdrawn approximately $250,000 since 2020, either through the sale of shares or by using the dividends generated. This year alone, I’ve taken out around $120,000.
Despite these withdrawals, the portfolio has continued to grow.
Of course, I don’t attribute this purely to compounding. Time, compounding, and having a sound investment strategy have all played a part. Knowing what kind of investment strategy, and how our investment system works are one of the most important things in investing.
That said, I don’t think my way of investing is anywhere near perfect. There is still a lot for me to learn, and I’m probably still in the infancy of my investing journey. The results may look encouraging, but I know there is still a long way to go and a lot more to learn.
That’s also why I’m sharing this journey — not because I have all the answers, but because I’m still learning, refining my approach, and figuring things out along the way.
I’ll share more about the strategy behind my portfolio, the lessons I’ve learned, and some of the decisions I’ve made in my next post.
Compounding matters. Strategy matters. Staying invested matters. But there is always more to learn.
This is only one chapter of the journey. The best, I hope, is still ahead.
