Volcano Ash, Eurozone debt crisis, China's measure to curb overheating property market, tension between the two Koreas, bloody protest in Thailand, all these bad news come together made May the worst month for the stock market in the past 18(?) months. STI plunged more than 320 points from last month-end to 2650 on 25 May. It has since recovered slightly and stood at 2,752.60. Compared to 30 Apr, it is 222 points or 8% lower.
My portfolio value dropped about 8.97% this month, thus underperforming STI. Only consolation is the S$12,000 cash dividend received, which I reinvested together with the proceed I received from sale of SSH shares. I bought FSL Trust, Lee Metal, Noble, SIA, SPH, Sing Inv and DBS STI ETF (using SRS) this month.
Below are the top 30 holdings. SSH, Pac Andes and Sp Ship were replaced by DBS STI ETF100, KS Energy and SMRT.
1. SPH
2. OCBC Bk
3. ComfortDelGro
4. DBS
5. Semb Corp
6. ST Engineering
7. SP AusNet
8. F & N
9. SIA
10. CitySpring
11. SGX
12. CapitaLand
13. Starhub
14. SembMar
15. SAT Svcs
16. FraserComm
17. Kep Corp
18. DBS STI ETF 100
19. CoscoCorp
20. KS Energy
21. MacqIntInfra
22. CapitaComm
23. FrasersCT
24. Yangzijiang
25. MapletreeLog
26. UE
27. MetroHldg
28. SingTel
29. AscottReit
30. SMRT
Look forward to a better performing Jund....:)
Monday, May 31, 2010
Thursday, May 13, 2010
SSH Corporation
Under KS Energy's privatisation plan for SSH and Aqua Terra, my SSH shares are gone wef today. For every SSH shares I receive 0.1 KS Energy share and S$0.16. If consider S$1.25 as KS Energy share price, then I made a small profit of 6%, excluding the dividends received from the past 3 years.
Friday, April 30, 2010
30 April 2010
Global stock market continues its advances in most of April. However in the last week of the month, market experienced some turbulance due to trouble in the EuroZone. STI briefly went above 3000 but ended the month below (2974.61). Good GDP forecast and corporate earnings should help to sustain the uptrend in the coming months.
As a whole, the portfolio is doing well in this month. net of the funds injetted, portfolio rose about 4%. I bought Popular, FSL shipping trust and top up MIIF this month.
Below are the top 30 holdings. There isn't much changes, except MIIF re-entered the list due to top up and Aztech dropped off, as share price dropped after XD.
1. SPH
2. ComfortDelGro
3. OCBC Bk
4. DBS
5. Semb Corp
6. ST Engineering
7. SP AusNet
8. F & N
9. SGX
10. CitySpring
11. Starhub
12. CapitaLand
13. SembMar
14. CoscoCorp
15. SAT Svcs
16. Kep Corp
17. FraserComm
18. MacqIntInfra
19. SIA
20. CapitaComm
21. SSH Corp
22. FrasersCT
23. Yangzijiang
24. MapletreeLog
25. UE
26. Pac Andes
27. MetroHldg
28. AscottReit
29. SingTel
30. Sp Ship
Due to some timing issue I did not receive any dividend this month. With most of divideng paying counter timing their payout dates in May, I can look forward to a"big bonus" next month. On the other hand, someone reminded me again of the saying: "sell in May and go away." Let's see.....
As a whole, the portfolio is doing well in this month. net of the funds injetted, portfolio rose about 4%. I bought Popular, FSL shipping trust and top up MIIF this month.
Below are the top 30 holdings. There isn't much changes, except MIIF re-entered the list due to top up and Aztech dropped off, as share price dropped after XD.
1. SPH
2. ComfortDelGro
3. OCBC Bk
4. DBS
5. Semb Corp
6. ST Engineering
7. SP AusNet
8. F & N
9. SGX
10. CitySpring
11. Starhub
12. CapitaLand
13. SembMar
14. CoscoCorp
15. SAT Svcs
16. Kep Corp
17. FraserComm
18. MacqIntInfra
19. SIA
20. CapitaComm
21. SSH Corp
22. FrasersCT
23. Yangzijiang
24. MapletreeLog
25. UE
26. Pac Andes
27. MetroHldg
28. AscottReit
29. SingTel
30. Sp Ship
Due to some timing issue I did not receive any dividend this month. With most of divideng paying counter timing their payout dates in May, I can look forward to a"big bonus" next month. On the other hand, someone reminded me again of the saying: "sell in May and go away." Let's see.....
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