June 2026 Updates

Dividends received for the month of June come from:

 

1) MIT @ $278.10

2) MLT @ $296.50

3) CICT @ $378.10

4) NLT @ $284.55

 

Total: $1,237.25

 

Total received for first half of the year amounted to $6,614.25. This is slightly higher than the $5,824.36 received from the same period last year.

 

As long as there is no big surprise for the next half year, total dividends for the year should exceed $10k again with the amount higher than last year's too.

 

Portfolio value remained fairly stable month-on-month at quarter of a million dollars since there is no trade done in June:

 

This is about $40k higher than the portfolio value of $210,704.37 from the same period last year. Around $27,500 is from capital injection and dividend reinvestment. The rest comes from portfolio growth. 

Total investment amount should reach beyond $200k by end of year.

 

Next month has various AGMs coming up again. Hope to find time to attend, at least for the MLT AGM.

 

On the US front, I've added ABVX again at $96.80. This counter is facing some headwinds recently due to the report of cancers in the recent maintenance trial.

The volatile price movements give rise to nice opportunities in the options market.

 

I closed an earlier short put with $99 strike for a net premium of $2.17.

Then I initiated another short put at $93 which just expired with $5.08 premium in the pocket. Not bad for a week's holding.

 

Last night I sold another put at $65 strike expiring on 2nd July 2026 for a premium of $2.90.

 

The good news from ABVX released later in the night provided the reassurance investors needed and as a result the share price shot up >35% at this point of writing. That's good. But I wouldn't mind for the volatility to continue longer so I can further build up my position while getting juicy premiums from the options.