Thursday, June 5, 2014

30 May 2014

It was that magic month "May" again. STI stayed in negative territory in the first half of the month, suggesting that the market was going to fulfil the saying "Sell in May and stay away". But no! STI recovered in the second half of the month and ended above 3300 today (month end). That is 0.88% (28.8points) higher than last month.

Market seemed to have digested all the bad news i.e. Ukraine crisis, China slow down, tension in South China Sea, etc. Though these problems are all unresolved, equity market moved up, thanks to perhaps the corporate results which met the expectations.

On the last day of trading, news that Yangzijiang's boss was under investigation finally caused the sell down of the counter. The share price dropped more than 10% in one day. This sent the counter all the way to the tail end of my top holding list.

I did not make any purchase directly from the market, but participated in the Scrip Div Scheme offered by a few companies. I received the bonus warrants from TIH.

May is the "dividend" month. I received a total S$20,000 dividend (including though which will pay me scripts instead of cash). Below are the top 30 holdings as at 30 May.

1. SPH
2. ComfortDelGro
3. SP AusNet
4. DBS
5. OCBC
6. SembCorp Ind
7. ST Engineering
8. Starhub
9. Metro
10. Frasers Comm Tr
11. SGX
12. CapitaLand
13. CapitaComm Tr
14. CitySpring Tr
15. AIMSAMP Cap Reit
16. SembCorp Marine
17. Nikko AM STI ETF 100
18. United Engineers
19. Ascendas Reit
20. Lippo Malls Tr
21. Keppel Corp
22. Sing Inv & Fin
23. Mapletree Log Tr
24. Global Inv
25. SATS
26. SingTel
27. Sabana Reit
28. PanUnited
29 SIA
30. YZJ Shipbldg SGD

7 comments:

SmallJB XiaoJB said...

hi,
just curious how much money u have invested in total?

Sanye ◎ 三页 said...

Hi SmallJB,

My portfolio value has grown to a 7 digit number over the years. I started small... :)

Mansred Koh said...

Sanye I am impress with your dividend collection. I am currently looking into UE. What price did u get this counter? any views on it?

Sanye ◎ 三页 said...

I got UE sometimes ago. My average cost is 1.78 per share.

The price has gone up this month. I am not sure if its still a good buy at current price, but I will hold on to my shares, as I think the company has consistently delivered good results.

Sanye ◎ 三页 said...

Hi Mansred,

Sorry for the late reply. I was away on vacation last week.

Mansred Koh said...

I see. I am currently looking more into REITS as I dont think the price of UE is very attractive now. Any good reits to look into now? :)

Sanye ◎ 三页 said...

You may want to check out this link below on selection of S-Reits:

http://mystocksinvesting.com/singapore-reits/how-to-select-singapore-reits-with-high-dividend-and-low-risk/