Sunday, December 2, 2018

Portfolio Update November 2018

I've never known that life of a "semi retired" person can be so hectic (busy). I have not visited Shanghai for the past ten years and now I visited the city 3 times in a span of 6 weeks, and non for leisure! Due to my busy travel schedule I did not publish and update of my portfolio in October. My attention was somewhere else.

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.

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


Unknown said...

Do you know what happened to Global inv?

Anonymous said...

Hi Sanye,
In your opinion is Global Investment still good to hold for long term?


MMF Solutions said...

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