Portfolio Update January 2019

After 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.

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.

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.

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.

Below are my top 30 holdings as at 31 January.

1.         M1

2.         ComfortDelGro

3.         DBS

4.         OCBC Bank

5.         SingTel

6.         SPH

7.         CapitaComm Tr

8.         ST Engineering

9.         Frasers Comm Tr

10.     Metro

11.     Kep Inf Tr fKa CIT

12.     SGX

13.     AIMSAMP Cap Reit

14.     Mapletree Log Tr

15.     SATS

16.     Sing Inv & Fin

17.     CapitaLand

18.     Sembcorp Ind

19.     Keppel Corp

20.     Ascendas Reit

21.     Global Inv

22.     United Engineers

23.     YZJ Shipbldg SGD

24.     Nam Lee Metal

25.     Cache Log Trust

26.     Nikko AM STI ETF 100

27.     Ascendas-h Trust

28.     Suntec Reit

29.     Tai Sin Electric

30.     Ascott Reit

Happy CNY to all the readers.

Portfolio Update December 2018

The 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%.

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.

No trade was done in December, and total dividend received was S$7,809. Below are my top 30 holdings as at 27 December.

1.         M1

2.         ComfortDelGro

3.         DBS

4.         OCBC Bank

5.         SingTel

6.         SPH

7.         CapitaComm Tr

8.         ST Engineering

9.         Metro

10.     Frasers Comm Tr

11.     Kep Inf Tr fKa CIT

12.     SGX

13.     AIMSAMP Cap Reit

14.     SATS

15.     Mapletree Log Tr

16.     Sing Inv & Fin

17.     CapitaLand

18.     Sembcorp Ind

19.     Keppel Corp

20.     Nam Lee Metal

21.     Ascendas Reit

22.     United Engineers

23.     Cache Log Trust

24.     Tai Sin Electric

25.     Nikko AM STI ETF 100

26.     Global Inv

27.     YZJ Shipbldg SGD

28.     Suntec Reit

29.     Ascendas-h Trust

30.     Stamford Land

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.

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.

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.

Wishing all a blessed new year.

Portfolio Update November 2018

I'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.

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.

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.

I received a total of S$13,308 in dividend, mainly from stocks, but also from bonds and UT as well.

Below are my top 30 holdings as at 30 November.

1.         M1

2.         ComfortDelGro

3.         DBS

4.         OCBC Bank

5.         SPH

6.         SingTel

7.         Metro

8.         ST Engineering

9.         CapitaComm Tr

10.     Frasers Comm Tr

11.     Kep Inf Tr fKa CIT

12.     SGX

13.     AIMSAMP Cap Reit

14.     SATS

15.     Sing Inv & Fin

16.     Mapletree Log Tr

17.     Sembcorp Ind

18.     CapitaLand

19.     Keppel Corp

20.     Nam Lee Metal

21.     United Engineers

22.     Ascendas Reit

23.     Global Inv

24.     Tai Sin Electric

25.     Cache Log Trust

26.     Nikko AM STI ETF 100

27.     YZJ Shipbldg SGD

28.     Ascendas-h Trust

29.     OUE

30.     Suntec Reit