Tuesday, May 31, 2016

Portfolio Update - 31 May 2016

Market seemed to be directionless in May. Fear of global economy slowdown and the speculation of US hiking the interest rate continue to affect the market sentiment. Corporate results in Singapore were not very good, so the ST index moved south.

STI closed today at 2791.06, dropped 47.46, or 1.67% from last month. My portfolio did slightly better than the index, its value dropped by 1.31% this month.

This month, I bought some SingPost share again, when its price dipped. I also received shares of Fraser Commercial Trust, Keppel Reit and First Reit through scrip dividend scheme. There was, as usual, no sell trade. Due to this lack of activities, the war chest is building up steadily.

May is the month of dividends. I received a total of S$22,700.00 in dividend income, which comes from shares (major portion), UT and bonds.

Below are my top 30 holdings as at 31 May 2016. There weren't too much changes, only CWT replaces Mapletree Log Trust.

1.       SPH
2.       ComfortDelGro
3.       OCBC Bank
4.       Ausnet Services
5.       DBS
6.       Metro
7.       Kep Inf Tr fKa CIT
8.       ST Engineering
9.       SGX
10.   Frasers Comm Tr
11.   AIMSAMP Cap Reit
12.   Starhub
13.   Sembcorp Ind
14.   HTL Int
15.   CapitaLand
16.   SATS
17.   Keppel Corp
18.   Tai Sin Electric
19.   United Engineers
20.   Ascendas Reit
21.   CapitaComm Tr
22.   Nam Lee Metal
23.   Sing Inv & Fin
24.   KSH
25.   Nikko AM STI ETF 100
26.   OUE
27.   Stamford Land
28.   CWT
29.   SingTel
30.   SIA


Sanye ◎ 三页 said...

Oh, I forgot to mentioned that I subscribed to the new Oxley Bond.

Anonymous said...

Just wondering if you have a min. quantity for each share purchase transaction?

Will it be possible to share the amount of your initial capital and the number of counters held in your initial allocation when you first started?

Many thanks.

Sanye ◎ 三页 said...

Hi Anonymous,

1. Previously I used Poems as transaction platform. The min. quantity for each share purchase transaction was about 6K, as poems has a min. charge. The platform I am using now has no min. charge, so this doesn't apply anymore.

2. I started with an initial cost of about S$200,000.00. There were 30 stocks in my initial portfolio.

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