Sunday, December 1, 2013

29 November 2013

November has been quite a lull month in the local stock market. Market sentiment seemed to be dampened by the talk that US will scaled back the bond buying program next year, and the coming debt ceiling deadline early next year. Towards the end of the month, US market rallied, with index hitting highs. However, the local market went into an unusual lull period, moving side way for the past few days.


STI ended last month at 3176.35, down 1.07% from last month (October). My portfolio perform slightly worse than that, down 1.35% compared to a month ago. This could be timing issue, when counters go Ex Div, it usually drop a bit.

I did not do any trading this month. The only investment is receiving some Capital Retail China Trust units through subscription to rights issue. I also participated in script dividend scheme of MapletreeLog and Mapletree Ind Trust, as well as the rights issue from Ascott Reit.

Total dividend received this month was S$6,752, including those from UTs.

Here are my top 30 holdings as at 29 November. There is no change in the participant list, lest some changing of positions.

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

7 comments:

Dividend Warrior said...

Hi sanye,

I have joined u in Mapletree Logistics. :)

I guess the Singapore market is lifeless recently bcos of the penny stock saga.

Gerald said...

Impressive portfolio but might be too concentrated in stocks. You should consider asset allocation and park some monies in gold bullion or bonds.

Regards,
www.sgwealthbuilder.com

Gerald said...

Impressive portfolio but might be too concentrated in stocks. You should consider asset allocation and park some monies in gold bullion or bonds.

Regards,
www.sgwealthbuilder.com

Sanye ◎ 三页 said...

Hi Dividend Warrior,

Welcome to the Mapletree family. :)

Yes at the moment I have also lost my direction. Just sitting tight and build up warchest, getting ready for next opportunity.

Merry Christmas.

Sanye ◎ 三页 said...

Hi Gerald,

I do have some bond investment and bond fund as well. Don't like gold bullion as they don't pay dividend. I have UT investing in Gold though.

Merry Christmas

Gerald said...

Hi Sanye,

Can you update your blog link?

My blog name has been changed from SG Web Reviews to SG Wealth Builder (www.sgwealthbuilder.com).

Thank you and Happy Holidays for you.

Regards,
Gerald

Sanye ◎ 三页 said...

Hi Gerald,

Thanks, I will update it.

Happy New Year to you and your loved ones too.