Wednesday, June 8, 2022

Newbie Investment Portfolio - End 2022 05

Bonds have rebounded a bit from their lows, but my timing in buying 2 new bonds wasn't that good as they declined more after I used bulk of the Shell proceeds to purchase them. But once again, I would repeat: If a bond price drops after you purchase it, it isn't really a 'loss'. It just means you have locked in a lousier yield than what you could have locked in now. For example 4% yield vs 4.8% yield.

Details on the 2 small sized bonds (credits to Fund Supermart):

Factsheet | WSTP 5.000% Perpetual Corp (USD) (fundsupermart.com)

Factsheet | VW 3.500% Perpetual Corp (EUR) (fundsupermart.com)

I still have some GBP cash from Shell proceeds left to add more of those small size bonds. The GBP cash is currently still being held in Interactive Brokers, so I have manually added it into the table.

My margin ratio remains very healthy/low at 75% so I would still be able to add one lot of usual sized bonds.





Regards, Newbie

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