Monday, February 1, 2010

31 January 2010

US president Obama's announcement to curb bank size and activities, together with China's new policy to curb bank loan dealt double blow to the stock market and initiated the awaited correction. Global stock price tumble in January. Likewise my portfolio.

I pumped inS$35,580 fresh fund into the portfolio buying new counters. Timing was bad as the first batch went in before the correction. Despite the new add-on, portfolio value didnot increase compared to December. I received S$240 of dividend in January.

Below are the top holding in January:

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

SGX is a new member in my portfolio. Together with Pac Andes and MIDAS, they squeeze SMRT, Tat Hong and ASL Marine below the top 30 positions.

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