As I celebrated my 52th birthday last month, It came to my mind that its time to take stock and review the few important aspects of my life: Career/Retirement, investment/finance. Let's talk about investment first.
By the grace of God, the world economy came out from the financial crisis pretty fast. In the same manner, my investment portfolio survived the crisis. Today, the value more than doubled from the pre-crisis level. As at this month, I have achieved an important investment milestone. Right now, I am resisting the temptation to set another higher target for myself, as this will mean no end to this cycle.
On the other hand, I could stay relatively unaffected by the financial crisis because I have a stable job with good income. This enable me to continue investing when market crashed in 2007/08/09. Now that the investment time horizon is getting shorter, and should there be any change to the career plan, investment plan will need to be adjusted accordingly. In the coming months, I will:
1. Slow down share buying further. Only go for stocks with good dividend payout.
2. Review my stock portfolio and get rid of stocks that are not performing (my definition of not performing is not moving in stock price, and not paying or only paying very little dividend. )
3. Build up more cash portion.
4. Look for opportunity to invest in good corporate bond with high yield (like the recent NOL bond with yield >4%)
Sunday, September 12, 2010
Tuesday, August 31, 2010
31 August 2010
Despite the good results reported by most of the listed companies, stock market did not perform well in August. This was largely due to the uncertainty in US, caused by bad numbers in housing market and unemployment rate. In fact the good corporate performance locally helped to keep the drop in check.
My portfolio under perform the STI in August. While STI dropped 1.25% to 2,950.33 point, my portfolio, net of fresh fund injected, dropped 2.33%. I bought into CWT, Stamford Land and K-Green this month.
On the dividend side, I received S$4,658 in cash and 780 in CPF-OA. Below are the top 30 holdings as at 31 August.
1. SPH
2. OCBC Bk
3. ComfortDelGro
4. Semb Corp
5. DBS
6. ST Engineering
7. F & N
8. SIA
9. SP AusNet
10. Starhub
11. CapitaLand
12. CitySpring
13. SGX
14. SATS
15. SembMar
16. CoscoCorp
17. FraserComm
18. DBS STI ETF 100
19. Kep Corp
20. CapitaComm
21. Yangzijiang
22. MacqIntInfra
23. Noble Group
24. FrasersCT
25. KS Energy
26. MetroHldg
27. MapletreeLog
28. SingTel
29. SuntecReit
30. AscottReit
There was not much change in the top holdings. UE was replaced by SuntecReit. UE now stood at 31st position.
Going forwards, if the market continues to move side way, I will try to build up my cash position and wait for good opportunities to further expand my portfolio. One opportunity is the rights issue from AIMSAMPIREIT. I plan to participate and apply for excess rights to build up this counter.
My portfolio under perform the STI in August. While STI dropped 1.25% to 2,950.33 point, my portfolio, net of fresh fund injected, dropped 2.33%. I bought into CWT, Stamford Land and K-Green this month.
On the dividend side, I received S$4,658 in cash and 780 in CPF-OA. Below are the top 30 holdings as at 31 August.
1. SPH
2. OCBC Bk
3. ComfortDelGro
4. Semb Corp
5. DBS
6. ST Engineering
7. F & N
8. SIA
9. SP AusNet
10. Starhub
11. CapitaLand
12. CitySpring
13. SGX
14. SATS
15. SembMar
16. CoscoCorp
17. FraserComm
18. DBS STI ETF 100
19. Kep Corp
20. CapitaComm
21. Yangzijiang
22. MacqIntInfra
23. Noble Group
24. FrasersCT
25. KS Energy
26. MetroHldg
27. MapletreeLog
28. SingTel
29. SuntecReit
30. AscottReit
There was not much change in the top holdings. UE was replaced by SuntecReit. UE now stood at 31st position.
Going forwards, if the market continues to move side way, I will try to build up my cash position and wait for good opportunities to further expand my portfolio. One opportunity is the rights issue from AIMSAMPIREIT. I plan to participate and apply for excess rights to build up this counter.
Friday, July 30, 2010
30 July 2010
To a trader, the month of July might have been a boring month. Stock market was quite "quiet", trading volume has been low the whole month. Many blamed it on the football world cup. Personally I don't mind a month like this. STI has been cripping higher slowly amid the low trading volume.
Throughout the whole month, STI moved up 152.19 points, or 5.37%. My portfolio moved almost inline with STI, up 6.25%. The higher percentage was due to new investment. I participated in DBS script dividend scheme, exercise warrants of Metro, and topped up Noble Group.
No other dividend except DBS was received this month. Below are the top 30 holdings as at 30 Jul 2010. There is very little change except Noble replaced SMRT, due to new purchase of the shares.
1. SPH
2. OCBC Bk
3. ComfortDelGro
4. DBS
5. Semb Corp
6. ST Engineering
7. F & N
8. SIA
9. SP AusNet
10. CitySpring
11. CapitaLand
12. Starhub
13. SGX
14. SAT Svcs
15. SembMar
16. CoscoCorp
17. FraserComm
18. Kep Corp
19. DBS STI ETF 100
20. Noble Group
21. MacqIntInfra
22. CapitaComm
23. Yangzijiang
24. KS Energy
25. FrasersCT
26. MetroHldg
27. MapletreeLog
28. SingTel
29. AscottReit
30. UE
Throughout the whole month, STI moved up 152.19 points, or 5.37%. My portfolio moved almost inline with STI, up 6.25%. The higher percentage was due to new investment. I participated in DBS script dividend scheme, exercise warrants of Metro, and topped up Noble Group.
No other dividend except DBS was received this month. Below are the top 30 holdings as at 30 Jul 2010. There is very little change except Noble replaced SMRT, due to new purchase of the shares.
1. SPH
2. OCBC Bk
3. ComfortDelGro
4. DBS
5. Semb Corp
6. ST Engineering
7. F & N
8. SIA
9. SP AusNet
10. CitySpring
11. CapitaLand
12. Starhub
13. SGX
14. SAT Svcs
15. SembMar
16. CoscoCorp
17. FraserComm
18. Kep Corp
19. DBS STI ETF 100
20. Noble Group
21. MacqIntInfra
22. CapitaComm
23. Yangzijiang
24. KS Energy
25. FrasersCT
26. MetroHldg
27. MapletreeLog
28. SingTel
29. AscottReit
30. UE
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