Monday, June 3, 2019

Portfolio Update 31 MAY 2019

Equity market performed badly in May. The escalating trade tension between the two giants caused so much uncertainty in the market. Somehow this famous phrase "Sell in May and stay away" haunted the stock market again.....

STI dropped 282.44 points, or 8.31% in May. I think there were some panic selling there. My portfolio dropped with the index, but a bit less. Its value decreased by 5.07% in the same period.

I received some FCOT and Taisin shares via scrip dividend scheme. No other trade was done.

The only consolation in May was the dividend. In the month of May, I received a total of S$27,000 in dividend from shares, UT and bonds. It's bonus month again!

Below are my top 30 stock holdings as at 31 May 2019.

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


4 comments:

Anonymous said...

Seems like your port is about 1mil. good size!

LKH said...

definitely more than 1 million. likely 3.5 millions.

Henry M said...

Wondered if you would be interested in reviewing my book Your Ever Growing Income, to see how my process might apply in Singapore? Email me at HMyourgrowingincome @ gmail dot com
Thanks,
Henry

Sanye ◎ 三页 said...

Hi Henry,

Don't think I am qualified to review your book. Thanks for the invitation anyway.

Sanye