Friday, July 26, 2019

Portfolio Update 26 July 2019

I will be on an overseas trip next week, so I decide to close my July "account" early.

Market seemed to continue its recovery, as some news that Sino-US trade tension easing started to be released. However, the trade war is not over yet and things can still turn bad.

STI continued its upward movement in July. when the market closed today, STI moved up 52.23 points or 1.58% compared to last month-end. My portfolio moved slightly slower, its value increased only 1.46% compared to end of June.

I have not been paying much attention to the market as I was quite busy with my work and other things. No trade was done in July.

Total dividend received this month was S$11,050, mainly from bond and UT. More dividend from stocks will come in next month.

Below are my top 30 stock holdings as at end of July.


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

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