Monday, November 30, 2009

30 November 2009

The initially "no event" November month was suddenly rocked by the Dubai Crisis on 27.11.09. STI was spared because 27 was a public holiday. However, when market resumed on 30.11.09, STI dropped more than 1% while the rest of Asia recovered. STI ended this month at 2732.12, still 80 points higher than October.

My portfolio gave up almost all the gains on the last day of trading. Compared to the last month, portfolio value rose only S$275. There is a negative net cashflow 0f S$1,085 into the portfolio. So effectively portfolio rose by S$1,160.

I sold off Tiong Woon after holding the shares for more than a year. After deciding that this counter isn't going to grow much further and isn't going to give good dividend.

I receive S$2,073 in cash dividend this month.

The top 30 counters made little changes. Tiong Woon and Raffles Edu dropped off, SMRT and Midas took their place at the bottom of the table.

1. SPH
2. ComfortDelGro
3. OCBC Bk
4. DBS
5. Semb Corp
6. ST Engineering
7. SP AusNet
8. F & N
9. CitySpring
10. Starhub
11. SAT Svcs
12. FraserComm
13. SembMar
14. CapitaComm
15. SIA
16. CoscoCorp
17. FrasersCT
18. Yangzijiang
19. SSH Corp
20. SingTel
21. MapletreeLog
22. Sp Ship
23. MetroHldg
24. AscottReit
25. Aztech
26. Tat Hong
27. ASL Marine
28. KS Energy
29. SMRT

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