tag:blogger.com,1999:blog-6943471542805041982024-03-13T23:13:59.503-07:00Sanye's Investment PortfolioInspired by the forumer ghchua, I departed from shares "trading" to take a portfolio view for my stock investment. This blog is the record of my share investment.
I am just a retail investor learning along the way of investment. I am not an expert or guru in investment. Readers of my blog should know that this is primarily a record for my own reference. If you find any content useful and use it for your own purpose, use it at your own risk. Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.comBlogger183125tag:blogger.com,1999:blog-694347154280504198.post-2193200041219345202019-12-31T02:23:00.000-08:002019-12-31T02:23:29.380-08:00Portfolio Update 31 December 2019Time really flies! Before I realize it, it's the end of the year 2019! I never have imagined that life after I started working part-time could be so packed with things to do. I am feeling that I am even busier than before. Okay, I am busy with things that I enjoy but do not make money.<br />
<br />
The market has closed for the year 2019. STI gained 178 points, or 5.85% in this year, despite all the political uncertainties in HK and Korea, US-Sino trade war, natural disasters.... etc. I have been very passive in stock investment this year. The only activities were subscribing to rights issues and opting for scrip dividends. Despite my passive stance, my stock portfolio value grew 8% compared with last year, which I am quite happy with.<br />
<br />
I received a total of S$198,000 in dividend, from shares (42%), UT(21%) and bonds(37%).<br />
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Below are my top 30 stock holdings as at 31 December 2019.<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Cpt Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascott Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">Stamford Land</span><br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com87tag:blogger.com,1999:blog-694347154280504198.post-50404923377387060752019-10-01T03:59:00.001-07:002019-10-01T03:59:23.164-07:00NO UPDATE for 2 MONTHSThis blog has not been updated for 2 months. No excuse! I was just too lazy to update the blog. Too tired from a few overseas trips. Then I got sick because of the haze. Hmmm.... Sorry Lah! Please forgive this retired (semi) old uncle.<br />
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com13tag:blogger.com,1999:blog-694347154280504198.post-37057725294679056762019-07-26T03:03:00.001-07:002019-07-26T03:04:54.728-07:00Portfolio Update 26 July 2019I will be on an overseas trip next week, so I decide to close my July "account" early.<br />
<br />
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.<br />
<br />
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.<br />
<br />
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.<br />
<br />
Total dividend received this month was S$11,050, mainly from bond and UT. More dividend from stocks will come in next month.<br />
<br />
Below are my top 30 stock holdings as at end of July.<br />
<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">9.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">10.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">11.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">12.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">13.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">14.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Frasers Cpt Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascott Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com6tag:blogger.com,1999:blog-694347154280504198.post-4996637381652315492019-07-01T06:50:00.002-07:002019-07-08T03:12:51.879-07:00Portfolio Update Jun 2019Stock market recovered much of its losses in the month of June. Market seemed to have digested the impact from the trade war, and any slight good news was enough to send the index upwards. So the truce in Sino-US trade war, though just kicking the can down the road, as enough to create some cheers.<br />
<br />
STI rose 193 points or 6.22% in June, though everyone on the street was lamenting the business sentiment was not so good. My portfolio value increases by 5.7%, slightly lower then the index.<br />
<br />
I subscribed to Frasers Centre Point Trust right issue and received some shares this month. I received also some shares from MLT, MIT, OCBC and ESR Reit through scrip dividend scheme. No selling was done.<br />
<br />
Dividend received this month was S$11,500, 1/3 from UT and 2/3 from shares. Total dividend received in the first half of the year was S$93,833.<br />
<br />
Below are my top 30 share holding as at the end of the month June 2019.<br />
<br />
<br />
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</span></span></span><!--[endif]--><span lang="EN-US">Comfortdelgro<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">23.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Frasers Cpt Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">24.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">25.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">26.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">27.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">28.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascott Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">29.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">30.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com10tag:blogger.com,1999:blog-694347154280504198.post-88110960314295880172019-06-03T04:28:00.002-07:002019-06-03T04:29:54.761-07:00Portfolio Update 31 MAY 2019Equity 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.....<br />
<br />
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.<br />
<br />
I received some FCOT and Taisin shares via scrip dividend scheme. No other trade was done.<br />
<br />
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!<br />
<br />
Below are my top 30 stock holdings as at 31 May 2019.<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Cpt Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascott Reit<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">Suntec Reit</span><br />
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com5tag:blogger.com,1999:blog-694347154280504198.post-10683015828921726882019-04-30T04:00:00.002-07:002019-04-30T04:00:47.339-07:00Portfolio Update 30 April 2019With the hope that Sino-US trade negotiation was heading towards some kind of agreement, the equity market performed well in the month of April. STI rose with the global market. At the end of April, STI rose 196 points, or 6.14% from a month ago.<br />
<br />
My portfolio however, did not perform as well as the index. Compared to last month, its value increased only 3.9%.<br />
<br />
I received some Keppel Infrastructure Trust shares from subscription on right issues. I also applied for excess right and got some allotment.<br />
<br />
Dividend received in April is low as usual. With the sales of M1 shares it went even lower this year. Minus the interest payment, passive income in April was S$2,524.<br />
<br />
I bought some Fraser bond this month, using the proceed from the sales of Oxley bonds last month, and cash accumulated from dividend income. This will increase dividend income in six month.<br />
<br />
Below are my top 30 share holdings as at 30 April.<br />
<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
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<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com4tag:blogger.com,1999:blog-694347154280504198.post-44205948013204010532019-04-04T04:00:00.001-07:002019-04-04T04:00:30.970-07:00Portfolio Update March 2019I never expected so many business trips from a part-time job. Okay these trips are not so stressful but just time consuming. I was away for almost two weeks and have to go on another trip next week. So this update comes a little late.<br />
<br />
Market sentiment was still not very good in March. The UK Brexit saga may not affect us too much, but the trade war is still weighing down the sentiment in March. As as 28 March, STI dropped 14.52 points, or 0.29% from a month ago. My portfolio performed better than the index in March. Its value rose 0.38% in March. Some heavy weight counters and REITs in my portfolio performed well last month.<br />
<br />
I received some shares of Mapletree Logistics Trust, Mapletree Industrial Trust and Fraser Commercial Trust through scrip dividend scheme lsst month. I chose to subscribe the right issues of Keppel Infr trust also. This will be settled in April. I sold my retail bonds from Oxley, after news that their intended sales of 2 properties fails. I thing their gearing is way to high.<br />
<br />
Total dividend received in March was S$17,200. Majority comes from bond coupon payment. For the first quarter of this year, I received more dividend from bonds than shares. This is the result of my switching to fixed income investment in the past two years.<br />
<br />
Below are my top 30 stock holdings as at 28 March 2019.<br />
<br />
<br />
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</span></span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Frasers Cpt Tr<o:p></o:p></span></div>
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com3tag:blogger.com,1999:blog-694347154280504198.post-58009087814222052202019-02-28T22:26:00.000-08:002019-02-28T22:27:45.895-08:00Portfolio Update February 2019The global equity market is still very much affected by the Sino-US trade relationship. Speculations that a "historic" trade deal may be reached between the two giants supported the market sentiment in February, and the market continues to recover. However many investors are still waiting for more concrete news or signs so the upward movement is kept in check.<br />
<br />
STI rose 27.93 points, or 0.88% in the month of February, despite the not so good export data in January. My portfolio value moved up 0.78%, a touch below the index.<br />
<br />
I accepted the tender offer and sold all my M1 shares in the month. No other trade was done in February. I opted to receive scrips for some REIT dividend, but those will be settled in next month.<br />
<br />
Total dividend received in February amounts to S$22,440. Quite a big part of it comes from coupon payments from corporate bonds and dividends from unit trust.<br />
<br />
Below are my top 30 share holdings as at 28 February.<br />
<br />
<div class="MsoNormal">
<span lang="EN-US">1 ComfortDelGro<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">2 DBS<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">3 OCBC
Bank<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">4 SingTel<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">5 SPH<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">6 CapitaComm
Tr<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">7 ST
Engineering<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">8 Frasers
Comm Tr<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">9 Metro<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">10 Kep
Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">11 SGX<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">12 AIMSAMP
Cap Reit<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">13 SATS<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">14 Mapletree
Log Tr<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">15 CapitaLand<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">16 Sing
Inv & Fin<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">17 Sembcorp
Ind<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">18 Keppel
Corp<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">19 Ascendas
Reit<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">20 Global
Inv<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">21 YZJ
Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">22 Nam
Lee Metal<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">23 United
Engineers<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">24 Cache
Log Trust<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">25 Nikko
AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">26 Tai
Sin Electric<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">27 Ascendas-h
Trust<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">28 Suntec
Reit<o:p></o:p></span></div>
<div class="MsoNormal">
<span lang="EN-US">29 OUE<o:p></o:p></span></div>
30 Frasers
Cpt Tr<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com4tag:blogger.com,1999:blog-694347154280504198.post-79477179762787140902019-02-03T16:58:00.003-08:002019-02-03T16:58:59.533-08:00Portfolio Update January 2019After the weak performance at the end of last year, the stock market rebounded strongly in January. However market is still concerned about the China-US trade war, and investment sentiment is still very much affected by it.<br />
<br />
STI moved with the global market. At the end of January, STI rose 145.43 points or 4.78% compared to a month ago. My portfolio moved with the index. As at 31 January, its value increased 4.91% compared to that at end December last year.<br />
<br />
No trade was done in the month of January. I was busy with other things and have really become a "passive" investor. I have also not decided if I will accept the M1 offer.<br />
<br />
I received a total of S$11,880 in dividend. Most of it come from bond and UT, as January is normally a "dry" month for stock dividend.<br />
<br />
Below are my top 30 holdings as at 31 January.<br />
<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
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</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">9.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">10.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">11.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">12.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">13.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">14.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">15.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">16.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">17.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">18.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">19.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">20.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">21.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">22.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">23.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">24.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">25.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">26.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">27.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">28.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">29.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">30.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascott Reit<o:p></o:p></span></div>
<br /><br />
Happy CNY to all the readers.<br />
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com3tag:blogger.com,1999:blog-694347154280504198.post-34907940412288648402019-01-02T04:00:00.001-08:002019-01-02T04:01:25.363-08:00Portfolio Update December 2018The year 2018 was not a good year for most equity investors. The trade conflict between China and US has caused some turbulence to the equity market and the major indices retracted. STI performed badly for the year. When I closed my position on 27 December, STI stood at 3,044.74. Compared to a year ago, it has dropped 358.18 points or 10.53%.<br />
<br />
My portfolio value dropped with STI. For the year 2018, it lost 11.64%, without taking dividends received into account. If dividends were accounted, there would still be a lost of more than 6%. Even the traditional year-end rally did not happen. Index was almost flat in December, and so was my portfolio.<br />
<br />
No trade was done in December, and total dividend received was S$7,809. Below are my top 30 holdings as at 27 December.<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">Stamford Land</span><br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<span lang="EN-US"><br /></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
For the whole year, I have invested (including dividend reinvested to collect scrips) S$58,723 in shares. I have shifted my investment focus to bonds, and have invested a larger amount in bond than shares. Somehow my risk appetite has reduced.<br />
<br />
Total dividend collected was S$176,000, which was about the same as 2017. This includes dividends from stock, UT and bonds. I expected it to be higher but it didn't happen.<br />
<br />
Going forward, my focus will still be investing for cash flow. I will invest more in bond than stocks in the new year, and will invest mainly in blue chips for their stability and dividend payout.<br />
<br />
Wishing all a blessed new year.</div>
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com6tag:blogger.com,1999:blog-694347154280504198.post-64416475978886357162018-12-02T02:05:00.002-08:002018-12-02T18:08:45.617-08:00Portfolio Update November 2018I'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.<br />
<br />
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.<br />
<br />
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.<br />
<br />
I received a total of S$13,308 in dividend, mainly from stocks, but also from bonds and UT as well.<br />
<br />
Below are my top 30 holdings as at 30 November.<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">Suntec Reit</span><br />
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<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com9tag:blogger.com,1999:blog-694347154280504198.post-82500727653129418572018-10-01T00:33:00.001-07:002018-10-01T00:33:46.846-07:00Portfolio Update 30 September 2018After a few months of retracting, equity market finally turned around this month. When the market closed on 28 September, STI rose 43.57 points, or 1.37% compared to last month, in line with the recovery of global equity market.<br />
<br />
My portfolio performed very well this month. Its value increased by 3.71% this month, out performing the ST Index.<br />
<br />
I did not make any trade this month, but received some shares from Mapletree Industrial Trust via scrip dividend scheme. I bought some CommerzBank bond during its IPO. This is in line with my current investment strategy to shift my investment focus towards fixed income investment.<br />
<br />
Total dividend received this month was S$7,145, 2/3 from UT/Bond and 1/3 from shares dividend.<br />
<br />
Below are my top 30 share holdings as at 28 September 2018.<br />
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<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">9.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">10.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">11.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">12.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">13.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">14.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">15.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">16.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">17.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">18.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">19.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">20.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">21.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">22.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">23.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">24.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">25.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">26.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">27.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">28.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">29.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">30.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com6tag:blogger.com,1999:blog-694347154280504198.post-80430585727236890152018-08-31T03:24:00.000-07:002018-08-31T03:25:26.086-07:00Portfolio Update - 31 August 2018STI 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.<br />
<br />
I did not make any trade this month, but received some Fraser Commercial Trust shares through scrip dividend scheme.<br />
<br />
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.<br />
<br />
Below are my top 30 holdings as at 31 August 2018.<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Suntec Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas-h Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">Frasers Cpt Tr</span><br />
<br />
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com5tag:blogger.com,1999:blog-694347154280504198.post-44103647787407340152018-08-06T00:40:00.001-07:002018-08-06T00:40:22.210-07:00No Update On My Portfolio in JulyI went overseas toward the end of last month and just came back last weekend. There is hence no update of portfolio for the month of July, as some records were missing.<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com0tag:blogger.com,1999:blog-694347154280504198.post-29791263484363232412018-07-02T04:27:00.002-07:002018-07-02T04:27:49.053-07:00Portfolio Update 26 June 2018I was on an overseas trip last week and had no time to check the market movement. So I have to use the last recorded numbers on 26 Jun as my June closing numbers.<br />
<br />
STI performed badly in Jun and lost 147.31 points (up to 26 Jun) or 4.3%. My portfolio fell with the index. It's value dropped 4.45% in the same period.<br />
<br />
I received some QAF shares via scrip dividend scheme. I bought some Astrea IV Bond from IPO. By now I know for sure that LeeMetal, Ausnet Services and Tat Hong will disappear from my portfolio eventually due to cash offer.<br />
<br />
Total dividend received in Jun was S$11,700, 2/3 from shares and 1/3 from UT and bonds.<br />
<br />
Below are my top 30 share holdings as at 26 Jun 2018.<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;"> <span style="background-color: yellow;">
</span></span></span><!--[endif]--><span lang="EN-US"><span style="background-color: yellow;">Ausnet Services</span><o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US"><span style="background-color: yellow;">LeeMetal</span><o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">30.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com8tag:blogger.com,1999:blog-694347154280504198.post-24093594118712375072018-06-01T03:19:00.000-07:002018-06-01T03:19:39.920-07:00Portfolio Update 31 May 2018So it was the magical month of May again. Those traders who believe in "Sell in May and stay away" and have sold their shares at the beginning of the month would have told their peers "see, I told you so....", but as a die-hard dividend investor I have not done it.<br />
<br />
Equity market did not do well in May. Lead by US, indices dropped in May. the Malaysian election result, the Trumpf-Kim summit, US-Sino trade war etc all did not affect the market positively. As at end of May, STI dropped 185.75, or 5.14% from a month ago. My portfolio dropped less than the index. Its value decreased 2.84% for the month. I am not surprised as many counters went XD this month.<br />
<br />
I sold my Hyflux preferential shares at the beginning of the month, at a loss of course. The loss was quite minimal as I had only a very small stake, and have been receiving 6% dividend for many years. I bought some QAF shares when its price dropped below $1, cost averaging. I also received some Fraser Commercial Trust and Keppel Reit shares through scrip dividend scheme.<br />
<br />
On the dividend side, May has always been a "dividend month" for me. This month, I received a total of S$29,441 in dividend, the highest so far for a single month. The dividend comes mainly from shares, and a smaller portion from UT's and Bonds.<br />
<br />
below are my top 30 holdings as at 31 May 2018.<br />
<br />
1.<span style="white-space: pre;"> </span>ComfortDelGro<br />
2.<span style="white-space: pre;"> </span>M1<br />
3.<span style="white-space: pre;"> </span>DBS<br />
4.<span style="white-space: pre;"> </span>OCBC Bank<br />
5.<span style="white-space: pre;"> </span>SPH<br />
6.<span style="white-space: pre;"> </span>Ausnet Services<br />
7.<span style="white-space: pre;"> </span>Metro<br />
8.<span style="white-space: pre;"> </span>ST Engineering<br />
9.<span style="white-space: pre;"> </span>CapitaComm Tr<br />
10.<span style="white-space: pre;"> </span>Kep Inf Tr fKa CIT<br />
11.<span style="white-space: pre;"> </span>Frasers Comm Tr<br />
12.<span style="white-space: pre;"> </span>Keppel Corp<br />
13.<span style="white-space: pre;"> </span>AIMSAMP Cap Reit<br />
14.<span style="white-space: pre;"> </span>SGX<br />
15.<span style="white-space: pre;"> </span>SATS<br />
16.<span style="white-space: pre;"> </span>Sembcorp Ind<br />
17.<span style="white-space: pre;"> </span>SingTel<br />
18.<span style="white-space: pre;"> </span>CapitaLand<br />
19.<span style="white-space: pre;"> </span>Sing Inv & Fin<br />
20.<span style="white-space: pre;"> </span>Global Inv<br />
21.<span style="white-space: pre;"> </span>United Engineers<br />
22.<span style="white-space: pre;"> </span>Mapletree Log Tr<br />
23.<span style="white-space: pre;"> </span>Cache Log Trust<br />
24.<span style="white-space: pre;"> </span>Tai Sin Electric<br />
25.<span style="white-space: pre;"> </span>Ascendas Reit<br />
26.<span style="white-space: pre;"> </span>Nikko AM STI ETF 100<br />
27.<span style="white-space: pre;"> </span>Nam Lee Metal<br />
28.<span style="white-space: pre;"> </span>LeeMetal<br />
29.<span style="white-space: pre;"> </span>Lippo Malls Tr<br />
30.<span style="white-space: pre;"> </span>OUE<br />
<div>
<br /></div>
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com14tag:blogger.com,1999:blog-694347154280504198.post-9126969531571514792018-04-30T07:14:00.004-07:002018-04-30T07:14:49.275-07:00Portfolio Update 30 April 2018Global equity market seemed to shrug off the bad news in previous month (Sino-US looming trade war, Middle East crisis, interest rate hike etc.). The positive turn of the relationship between the two Korean governments, and the good corporate earning news push the market upwards.<br />
<br />
Good economic data boosted investors' sentiment in Singapore. STI performed very well in the month of April. As at today, STI rose 185.96 points, or 5.42% compared to last month. Unfortunately, my portfolio did not perform as well. Its value only rose 2.48% for the month.<br />
<br />
I sold off the Xinhua Port shares obtained from Pan U spin-off. I also received some shares from Global Investment Limited through scrip dividend scheme. No other trade was done.<br />
<br />
Total dividend received this month was S$9,918, about 60% from shares and 40% from UT. Dividend from M1 boosted dividend income in April.<br />
<br />
Below are my top 30 share holdings as at 30 April 2018.<br />
<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">1.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">2.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">3.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">4.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">5.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">6.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">7.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">8.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">9.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">10.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">11.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">12.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">13.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">14.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">15.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">16.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">17.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">18.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">19.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">20.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">21.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">22.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">23.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">24.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">25.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">26.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US" style="mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin; mso-fareast-font-family: Calibri; mso-fareast-theme-font: minor-latin;"><span style="mso-list: Ignore;">27.<span style="font: 7.0pt "Times New Roman";">
</span></span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
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</span></span></span><!--[endif]--><span lang="EN-US">LeeMetal<o:p></o:p></span></div>
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com4tag:blogger.com,1999:blog-694347154280504198.post-24478050012417247362018-04-02T06:20:00.000-07:002018-04-02T06:21:22.022-07:00Portfolio Update 29 March 2018Earlier in March, US president announced that US will impose additional tax on goods from China and some other countries. China's retaliated with with additional tax on US import, should US goes ahead with the planned action. A trade war between the two economic Giants is looming. So when two elephants fight, the ants suffer. Global stock market, led by US stock market sent the signal of discomfort- drops!<br />
<br />
STI lost 89.97 points in the month of March, or 2.56%. My portfolio suffers losses too but to a lesser extend. Its value dropped 1.59% in the same month, without taking the dividend received into account. No trade was done in March.<br />
<br />
Total passive income received in March was S$6,482, half from shares and half from UT. This month, my dividend income (passive income) hits an important milestone. I have started recording my dividend income from 2004. With the dividend declared (some will be paid only in May and June this year), the total dividend income recorded will hit the magical 1 million mark!. Without taking the capital gain into consideration, this means that I have made a million dollars from investment! Of course I most of this dividend has been re-invested to grow the portfolio size.<br />
<br />
Below is my top 30 holdings as at 29 March 2018.<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">OUE</span><br />
<br />
<br />
<br />
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com13tag:blogger.com,1999:blog-694347154280504198.post-6993871668974818772018-03-05T03:44:00.001-08:002018-03-05T03:45:35.096-08:00Portfolio Update 28 February 2018Global equity market experienced a correction at the beginning of February. Market corrected about 10% before the indices recovered. Local market was not spared. Some counters, including REIT's dropped more than 10% and presented "good buying opportunities", so said some analysts.<br />
<br />
Market recovered some lost ground later in the month. As at month end, STI dropped 3.71%, or 131 point from end January. This effectively wiped out all the gain in January. My stock portfolio dropped even more. Its value drop 5% in the month. The apparent poor performance was due to the conversion of comfortdelgro shares from the FCN (fixed coupon notes, a structure product). I received comfortdelgro shares at a price higher than the current market price, and it was booked in to February account. (This was my last FCN. NO MORE structure product!)<br />
<br />
I bought some SingTel shares in February. I also received some shares from ESR REIT, Keppel REIT and First REIT through scrip dividend scheme. The net cashflow into the stock portfolio in February was S$113,471.36.<br />
<br />
Total dividend received in February was S$17,550, therein about 40% from shares, 30% from Bond and 30% from UT.<br />
<br />
Below are my top 30 holdings as at 28 February. ComfortDelgro now is my biggest holding.<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SingTel<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">OUE</span><br />
<br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com12tag:blogger.com,1999:blog-694347154280504198.post-23029904998344456282018-02-02T04:21:00.002-08:002018-02-02T04:21:58.335-08:00Portfolio Update 31 January 2018Global stock market started well this year, with DJI hitting new high several times. STI moved up also in the beginning, but appeared to have lost steam in the last week of the month. At the end of the month January, STI moved up 131.07 points, or 3.85% compared with last month.<br />
<br />
My portfolio moved up also, but in a slower pave. Compared with last month, its value rose only 3.54%. Nevertheless, this is still a very good start in the new year.<br />
<br />
There was no trade done in this month. As the index moved beyond 3,500 (it touched 3,600 this month but did not stay there), I am slowing down the investment in shares.<br />
<br />
Total dividend collected in January was S$13,260. Most of the dividend this month came from bond and UT investment, as not many share counters payout dividend in January.<br />
<br />
Below are my top 30 holdings as at 31 January 2018.<br />
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-east-asian: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Lian Beng<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<br />
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</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com12tag:blogger.com,1999:blog-694347154280504198.post-9309382199056964822017-12-22T03:47:00.001-08:002017-12-22T03:47:36.302-08:00Portfolio Update 22 December 2017As I will be travelling after Christmas and only be back in Singapore 30 December, I decided to do the monthly update earlier for this month.<br />
<br />
While US stocks were moving higher in light of tax cut this month, local stocks didn't seem to have the same sentiment. Up till today, STI lose 47.83 points, or 1.39% this month. Since everyone is preparing to enjoy the well deserved year end break, I don't think much will happen next week. (personal opinion, don't hold me for it)<br />
<br />
Compared to the index, my portfolio did better this month. Its value dropped only 0.4% compared with end November.<br />
<br />
This month, CWT finally was de-listed. I bought it at 95 cents years ago and now sold it at S$2.33. So it was not so bad. No other transaction was done.<br />
<br />
For the year 2017, Singapore share market has done well. The STI index gained 504.95 points, or 17.53% for the whole year. My portfolio did not perform as well. Its value rose only 10.41% for the year. That was due to poor performance of some heavy weights in it, e.g. SPH, Comfortdelgro, M1 etc. Net cash flow into the portfolio (fresh fund invested) this year was S$188,000.<br />
<br />
Total dividend received this month was S$14,000, from stocks, bonds and UT. The full year passive income amounts to S$178,000, surpassing that from last year and exceeded my target. I have invested in a small business run by a friend and the dividend which I was supposed to receive last year was only received in January this year. If we shift the dividend to last year, then total passive income received this year would be almost the same as last year. All in all, dividend from shares has decreased this year but was compensated by dividend from bonds and UT's.<br />
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Below are my top 30 holdings as at 22 December 2017.<br />
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</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Lian Beng<o:p></o:p></span></div>
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</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<br />
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<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com8tag:blogger.com,1999:blog-694347154280504198.post-7593135166085972962017-11-30T05:07:00.001-08:002017-11-30T05:07:52.187-08:00Portfolio Update 30 November 2017The global stock market performed quite well in November, lead by the US market. DJ index hit historical high in this month. STI moved in tandem with the global market and surged beyond 3,400 points this month. The weakness of the index in the last few trading days did not affect the bullish sentiment. When market closed today, STI stood at 3,433.54, up 59.46 points or 1.76% as compared with last month.<br />
<br />
My portfolio, however, did not perform well in November. While the index went up 1.76%, my portfolio value drop 0.5% this month. This was due to poor performance from some of my counters like AimsampIReit, CapitaLand, KSH, Metro, Sembcorp Ind, ST Engineering, etc. Though some other counters -performed well, they were not good enough to compensate the losers. I wasn't too concern about this as the year-to-date performance of the portfolio is still good.<br />
<br />
I received some shares from ESR-REIT, K-REIT and Fraser Commercial Trust via scrip dividend scheme. There was no other trade done this month.<br />
<br />
This month, my total passive income from bonds, UT's and shares amounts to S$18,000. This is the fourth best month in term of dividend income.<br />
<br />
Below are my top 30 holdings as at 30 November 2017.<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lian Beng<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">Nikko AM STI ETF 100</span>Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com4tag:blogger.com,1999:blog-694347154280504198.post-33356969879726438102017-11-05T18:48:00.002-08:002017-11-05T18:48:32.512-08:00Compulsory Acquisition of CWT sharesMy CWT shares will be acquired compulsorily soon. I have had this shares for many years and have enjoyed the steady dividend payout (though the yield is not high). While I am a bit sad to part with the shares, the capital gain is more than satisfactory.<br />
<br />
Goodbye CWT. 天下无不散之筵席。Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com0tag:blogger.com,1999:blog-694347154280504198.post-64883112580824605812017-10-31T02:59:00.000-07:002017-10-31T03:01:31.038-07:00Portfolio Update 31 October 2017The month October passed so far, that before I realize it, it is almost gone. I was pretty busy with my work (yes, part time job can be busy too) and other activities. I paid less attention to stock market, partly because it was in a steady uptrend due to good GDP data and corporate earnings results.<br />
<br />
When market closed today, STI was 154.17 points, or 4.79% higher than a month ago. Some analyst said that there might be some pull back but no sign of crashing. Of course it is up to you to believe that. My portfolio somehow performed less spectacular this month compared to the index. Its value rose only 3.43% for the month. Year-to-date, my stock portfolio value has risen 12%, compared to 17% rise of the STI.<br />
<br />
I bought some Netlink Trust shares this month. I also received shares from Cache, Mapletree Logistics Trust and CapitaLand Commercial Trust through subscription of rights issues. I "sold" all my Saizen REIT shares due to final liquidation. There is a net cash flow (S$22,630) into the portfolio, excluding dividend.<br />
<br />
Total dividend received from my shares, UT and Bond this month amounts to S$7,823.00.<br />
<br />
Below are my top 30 holdings as at 31 October 2017.<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
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<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lian Beng<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Cache Log Trust<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<span lang="EN-US" style="text-indent: -21pt;">30.<span style="font-family: "times new roman"; font-size: 7pt; font-stretch: normal; line-height: normal;">
</span></span><span lang="EN-US" style="text-indent: -21pt;">United Engineers</span><br />
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com2tag:blogger.com,1999:blog-694347154280504198.post-2030689881665746662017-09-30T07:01:00.000-07:002017-09-30T07:01:10.166-07:00Portfolio Update September 2017This month has not been a good month for the local stocks, especially the index stocks. As one reader K lamented in his comment: "The government linked index stocks have been having a bad spell......." The STI has been moving southwards for the month. As at month end, STI lost 57.35 points, or 1.75% compared with last month. My portfolio performed better than the index. As as yesterday, its value dropped only 0.57% from end of August.<br />
<br />
This month, I received some CapitaLand Retail China Trust via Scrip Dividend Scheme. Other than this I did not do any other trade. However, the M1 shares that I received last month due to the maturity of structured note now appears in my top holding list.<br />
<br />
Total dividend received in September was S$8,669.46, half from shares, and half from UT/Bond. Total dividend received in the first 3 quarters of the year amounts to S$128,000.00. With three months to go, total dividend this year will most likely exceed that from last month.<br />
<br />
Below are my top 30 holdings as at 29 September.<br />
<br />
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<!--[if !supportLists]--><span lang="EN-US">1.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">M1<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">2.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OCBC Bank<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">3.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">DBS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">4.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SPH<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">5.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ausnet Services<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">6.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ComfortDelGro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">7.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Metro<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">8.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Kep Inf Tr fKa CIT<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">9.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">ST Engineering<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">10.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Frasers Comm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">11.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaComm Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">12.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SGX<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">13.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">AIMSAMP Cap Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">14.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">CapitaLand<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">15.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sembcorp Ind<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">16.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Tai Sin Electric<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">17.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lippo Malls Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">18.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Sing Inv & Fin<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">19.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Keppel Corp<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">20.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">SATS<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">21.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Global Inv<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">22.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Starhub<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">23.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">United Engineers<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">24.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Ascendas Reit<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">25.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">OUE<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">26.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nam Lee Metal<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">27.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">YZJ Shipbldg SGD<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">28.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Mapletree Log Tr<o:p></o:p></span></div>
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">29.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Nikko AM STI ETF 100<o:p></o:p></span></div>
<br />
<div class="MsoListParagraph" style="margin-left: 21.0pt; mso-char-indent-count: 0; mso-list: l0 level1 lfo1; text-indent: -21.0pt;">
<!--[if !supportLists]--><span lang="EN-US">30.<span style="font-family: "Times New Roman"; font-size: 7pt; font-stretch: normal; font-variant-numeric: normal; line-height: normal;">
</span></span><!--[endif]--><span lang="EN-US">Lian Beng<o:p></o:p></span></div>
<br />Sanye ◎ 三页http://www.blogger.com/profile/10864265445567780610noreply@blogger.com3