31 January

Market continues to be volatile, and I continue to buy in in small amount. In January, no cash dividend was received, only S$224 in CPF account via SingTel. Portfolio value increasd by S$14,600, but that was due to new fund injected (S$23,100). Effectively portfolio value dropped by S$9,000 in January.

Below are the top 30 holdings. ASL Marine and KS Energy are new comers due to buy-in. SATsvcs goes up also due to buy-in.

1. ComfortDelGro
2. SPH
3. Semb Corp
4. OCBC Bk
5. ST Engineering
6. SP AusNet
7. Hiap Moh
8. S I A
9. SingTel
10. Raffles Edu
11. CoscoCorp
12. Sing Food
13. DBS
14. SAT Svcs
15. FrasersCT
16. KS Energy
17. F & N
18. CapitaComm
19. Celestial
20. MIDAS
21. SPC
22. CitySpring
23. MetroHldg
24. ASL Marine
25. Cambridge
26. MacqIntInfra
27. Aztech
28. Int-Roller
29. FibreChem
30. HG Metal

31 December 2008

2008 finally comes to the end. What a year of volatility. With the beginning of a new year, let's hope things (investment) will turn out better.

The market seems to be less volatile in December. The top ten counters in my portfolio had little movement, except DBS. It dropped off the top ten list because I sold half of my holding ( 1 lot only lah, talk BIG).

As compared to end of November, my portfolio rose by S$11,268 (incl the proceed from selling the 1000 DBS shares). It stands at S$338,670 as at 31 December. As compared to a year ago, this is a 38% drop. Of course the actual lost is more than this, because I injected S$175,790 in 2008. Including this, total lost in 2008 amounted to S$371,671, or 52%.

I received cash dividend of S$3,166.49 in December. Total cash dividend received in 2008 amounts to S$23,700.

Below are the top 30 counters:

1. ComfortDelGro
2. SPH
3. OCBC Bk
4. ST Engineering
5. Semb Corp
6. SP AusNet
7. CoscoCorp
8. Hiap Moh
9. S I A
10. Raffles Edu
11. SingTel
12. Sing Food
13. DBS
14. FrasersCT
15. F & N
16. Celestial
17. MetroHldg
18. CapitaComm
19. MIDAS
20. MacqIntInfra
21. HG Metal
22. Int-Roller
23. SPC
24. CitySpring
25. ChinaFlexP
26. Aztech
27. FibreChem
28. Cambridge
29. SAT Svcs
30. PanUnited

30 November

This market trmoil looked set to stay for long time. Governments revised growth downwards, companies issued profit warning, laid off staff, news of companies went bust.... Political standoff in Thailand, terrorist attack in Mumbai, food scandal in China.... Oh come on, give me a break.

Portfolio continued to drop in the month of November, in line with the global volatility. Those the value on 30 November stood at S$2,646 higher than on 31 October, it was due to a new fund injection of S$9,000. Hence effectively, the portfolio dropped by S$6,352 this month.

I received S$2,000 of dividend in cash this month.

Below are the top 30 holdings:


1. ComfortDelGro
2. SPH
3. OCBC Bk
4. ST Engineering
5. DBS
6. Semb Corp
7. SP AusNet
8. Hiap Moh
9. S I A
10. SingTel
11. Sing Food
12. CoscoCorp
13. Raffles Edu
14. FrasersCT
15. F & N
16. MetroHldg
17. Celestial
18. FibreChem
19. Int-Roller
20. MIDAS
21. MacqIntInfra
22. CitySpring
23. Aztech
24. SAT Svcs
25. CapitaComm
26. SPC
27. HG Metal
28. Sp Ship
29. ChinaFlexP
30. PanUnited

DBS jumped to 5th place due to new purchase. MIIF, CapitaComm and HG Metal price dropped. SpRe, Cambridge and Food Junction dropped off the list.