Tuesday, April 30, 2013

30 April 2013

This month, US market seemed to perform pretty well, following some good corporate results. Not so for the local market. Corporate results was mix, and the ST Index was hovering up and down without a clear direction. Most of the months it stayed slightly below March closing, until the last week. Then it suddenly moved forwards to new high on the last few day, at a time when GDP forecast was revised downwards by some local bank. You ask me? I don't understand.

As at today, STI closed at 3368.18, up 1.82% from last month.Most of the gains were recorded during the last few days of trading, which looks to me like window dressing. My portfolio did slightly better, up 2.11% from last month.  I received a total of S$3,070 in dividend from shares and UT this month.

I did not do much trade this month, except received some KS Energy shares through right issue and Global Inv Ltd shares through script div scheme. I just continued to build up cash since index was high. (From the past experience, Stock price may correct a bit in May). I bought some Unit Trust that is investing in Gold stock.

Below are the top 30 holdings as at 30 April.

1.   SPH
2.   OCBC Bk
3.   ComfortDelGro
4.   SP AusNet
5.   DBS
6.   ST Engineering
7.   Semb Corp
8.   Starhub
9.   FraserComm
10. SGX
11. MetroHldg
12. CapitaComm
13. CitySpring
14. SembMar
15. Ascendasreit
16..Nikko AM STI ETF 100
17. Sing Inv
18. MapletreeLog
19. Kep Corp
21. FrasersCT
22. CapitaLand
23. SIA
24. SATS
25. Sabana Reit
26. MacqIntInfra
27. Yangzijiang
28. PanUnited
29. Cambridge
30. GlobalInv

KepCorp, SembCorp, Sembmarine (oil rick builders) lost some ground. GIL replaces AscottReit due to buy up. Reits are performing well in this month.


Web Editor said...

There isn't many companies that pays dividend in March/April, may I know your payout is it from shares or unit trusts. If UT, care to reveal a little what UT is that. I am also a dividend fans.

Sanye ◎ 三页 said...

Hi Web Editor,

The dividend payout are from: AscendasReit, AscottReit, Cache, Global Inv Ltd, and Hyflux CPS 10.

I also received dividend from the following UTs: Schroder Asian Income Fund, Allianz Bernstein Gl. H. Y. Port, A B Emerging Markets Debt AT SGD H, and FTIF-Franklin High Yield Fund A MDIS (SGD-Hedged). By the way, these UTs pay monthly dividend.

Web Editor said...

Hi Sanye,

I am actually a follower of your portfolio for about a year already and I didn't even realize it.

Keep posting, it really inspires me to become a dividend investor and earn passive income. Likely to invest some money on these UT as I would like to get some monthly income too.

Thanks for sharing.

Sanye ◎ 三页 said...

Hi Web Editor,

I am flattered by your kind encouragement. I started this blog as a record to my own investment journey so I can learn from my own experience and mistakes. If it inspires the readers to invest and achieve financial freedom, I am happy with this "side effect".

However, my portfolio is not perfect (not even good in some investors' opinion). The fix income UTs do carry certain risk. Please do your own research before investing.

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