31 March 2008

31 March 2008

Market volatility continues and trends downwards. The mini-rally towards the end of the month was not enough to lift the portfolio in positive territory. I continue to buy in stocks in small amount. Bought MIIF and G K Goh this month.

My portfolio decreased by S$18,373 this month, depite the new funds injected (S$9,400). I received a total dividend of S$914.60 in the month of March.

The top 30 holdings are:

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

29 February 2008

Market volatility continues in the month of February. STI index recovered slightly from the nosedive in January. Bad news from US and good corporate results locally tussles to and fro, at the end of the month, value of portfolio increased only slightly to S$538,301.82 (by S$13,778.82 or 2.63%). Below are the top 30 holdings:

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

Koda, Pacific HC and CitySpring got dropped off the list, and are replaced by FrasersCT, AllcoReit and MacCookIReit.

This month, I receive Bonus shares from HG Metal. I also received S$1,596.30 of dividend.

31 January 2008

The market continued to be clouded by volatilities and bad news. Major markets around the Globe continued their fall. Fed cut rate twice (.75% and .5% respectively) but failed to instill calm into the market.

Portfolio lost much ground in this month. As at 31 January, total value stands at S$528,070.98. compared with the value S$545,791.78 on 31 December 2007, the difference may seem small. That is because I injected S$68,680 to purchase(or top up) some beaten down stocks. So the portfolio value actually reduces by S$86,400.80 this month alone.

There are now 48 stocks in the portfolio. The top 30 holdings are:

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

SIA is the new comer in my portfolio. I have long wanted to own a part of this great company. The fall in share prices finally provided the opportunity.

In this month, I received S$288 of dividend, from Singtel and SFI.