Equity market made some kind of recovery in November in the hope of a truce in Sino-US trade war. STI followed the trend and gained 98.81 points or 3.27% in the month. However my portfolio did poorly in the month due to poor performance of some counters like Lippo, First Reit, Keppel Corp, SempCorp, SIA Engineering, SATS and SingTel. As at 30 November the value of my stock portfolio dropped 0.82% compared to last month.
I bought some SingTel shares in November. I also received some Fraser Commercial Trust shares via scrip dividend scheme. There was no sell trade in the month.
I received a total of S$13,308 in dividend, mainly from stocks, but also from bonds and UT as well.
Below are my top 30 holdings as at 30 November.