Monday, June 30, 2008

30 June 2008

US stock post the biggest monthly lost in this Month. STI also lost ground. China shares plunged... So did my portfolio. The total value lost as compared to 31 May is S$46,730, or 8%! All the news, fund houses are predicting more down side a head. Hmm... maybe time to be greedy (when others are fearful).

I bought some ST Engineering shares to average down the cost in June, injetting fresh fund of S$5,880. I received cash dividend of S$1,256.67 and CPF dividend of S%560 in this month.

Below are the top 30 holdings:

1. CoscoCorp
2. ComfortDelGro
3. SPH
4. OCBC Bk
5. Semb Corp
6. Raffles Edu
7. ST Engineering
8. HG Metal
9. S I A
10. SingTel
11. Food Junc
12. SPC
13. MacqIntInfra
14. Celestial
15. MetroHldg
16. FrasersCT
17. CapitaComm
18. Cambridge
19. Int-Roller
20. F & N
21. Hiap Moh
23. Aztech
24. Sing Food
25. SP AusNet
26. ChinaFlexP
27. AllcoReit
28. CitySpring
29. FibreChem
30. SAT Svcs

Ferrochina dropped off the list and was replaced by Fibrechem.

1 comment:

kanglc said...

Hi sanye,

Found your blog by "accident". Nice monthly update.

I bought more of ST Engineering, but at a few cents higher than yours. Hope the analyst's TA is right thought.