Monday, August 31, 2009

31 August 2009

The recent rally seems to lose its steam towards the end of August. STI ended this month at 2,642.8, giving up the gain at the beginning of the month.

Despite the STI retreat, my portfolio edged up S$24,830 this month. Fresh fund (net) injected was S$21,760, so the net increase was only S$3,000. But at least it out-performed the STI. :)

I had to sell SPC to Petrochina since they managed to get more than 90% of the shares through their offer.

I was allotted 130,000 right shares from Frasercomm Trust (10,000 excess rights).I added Wilmar in my portfolio and top up DBS.

I received S$4,609 in cash dividend and S$269 in CPF OA.

Below are the top 30 counters as at 31 August:

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

Wilmar is newcomer in my portfolio. Frasercomm made it through rights, Tiong Woon re-enter the board due to price surge caused by fantastic result.

There is pending right issue from CitySpring.