Friday, August 31, 2018

Portfolio Update - 31 August 2018

STI continues its downward trend in August, as there wasn't any positive catalyst to stimulate the index. When market closed today, STI stood at 3,213.48, dropped 79.17 points or 2.4% from a month ago. My portfolio dropped with the index. Its value decreased 2.04% from last month.

I did not make any trade this month, but received some Fraser Commercial Trust shares through scrip dividend scheme.

Total passive income received this month was a stellar S$39,000! Dividend from two corporate bonds invested early this year boosted the dividend income and made it surpassed the dividend income from May.

Below are my top 30 holdings as at 31 August 2018.

1.         ComfortDelGro
2.         M1
3.         DBS
4.         OCBC Bank
5.         SPH
6.         Metro
7.         CapitaComm Tr
8.         Kep Inf Tr fKa CIT
9.         ST Engineering
10.     Frasers Comm Tr
11.     SGX
12.     AIMSAMP Cap Reit
13.     SATS
14.     CapitaLand
15.     Sing Inv & Fin
16.     SingTel
17.     Sembcorp Ind
18.     Keppel Corp
19.     Mapletree Log Tr
20.     Global Inv
21.     Ascendas Reit
22.     Tai Sin Electric
23.     United Engineers
24.     Nam Lee Metal
25.     Cache Log Trust
26.     Nikko AM STI ETF 100
27.     Suntec Reit
28.     Ascendas-h Trust
29.     OUE
30.     Frasers Cpt Tr


Anonymous said...

Hi Sanye,
Can share with us why do you choose to buy Ascendas-h Trust?

Value Investing Singapore said...

Impressive monthly dividend yield result but perhaps its good to review one's stockfolio to filter out those underperforming ones.

Learnt my value investing at Value Investing Singapore

Sanye ◎ 三页 said...

Hi Jason,

Ascendas-h Trust was bought many years ago and I have kept it as one of the dividend cash cow since then.

Alicja Filipowicz said...

Hey, this is very interesting. You can learn a lot from your blog about investing.
Are you also interested in effective solutions for companies?
eg cloud solutions?
On Pro4People blog I found some information about it and I was very interested in this topic.

Dr Purva Pius said...
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