Portfolio Update 31 December 2019

Time really flies! Before I realize it, it's the end of the year 2019! I never have imagined that life after I started working part-time could be so packed with things to do. I am feeling that I am even busier than before. Okay, I am busy with things that I enjoy but do not make money.

The market has closed for the year 2019. STI gained 178 points, or 5.85% in this year, despite all the political uncertainties in HK and Korea, US-Sino trade war, natural disasters.... etc. I have been very passive in stock investment this year. The only activities were subscribing to rights issues and opting for scrip dividends. Despite my passive stance, my stock portfolio value grew 8% compared with last year, which I am quite happy with.

I received a total of S$198,000 in dividend, from shares (42%), UT(21%) and bonds(37%).

Below are my top 30 stock holdings as at 31 December 2019.

1.         ComfortDelGro

2.         DBS

3.         OCBC Bank

4.         SingTel

5.         Frasers Comm Tr

6.         Kep Inf Tr fKa CIT

7.         CapitaComm Tr

8.         ST Engineering

9.         SPH

10.     Mapletree Log Tr

11.     Metro

12.     SGX

13.     AIMSAMP Cap Reit

14.     CapitaLand

15.     SATS

16.     Global Inv

17.     Keppel Corp

18.     Ascendas-h Trust

19.     Ascendas Reit

20.     Frasers Cpt Tr

21.     Sing Inv & Fin

22.     United Engineers

23.     Nam Lee Metal

24.     Sembcorp Ind

25.     Nikko AM STI ETF 100

26.     Ascott Reit

27.     Cache Log Trust

28.     Tai Sin Electric

29.     Suntec Reit

30.     Stamford Land

NO UPDATE for 2 MONTHS

This blog has not been updated for 2 months. No excuse! I was just too lazy to update the blog. Too tired from a few overseas trips. Then I got sick because of the haze. Hmmm.... Sorry Lah! Please forgive this retired (semi) old uncle.

Portfolio Update 26 July 2019

I will be on an overseas trip next week, so I decide to close my July "account" early.

Market seemed to continue its recovery, as some news that Sino-US trade tension easing started to be released. However, the trade war is not over yet and things can still turn bad.

STI continued its upward movement in July. when the market closed today, STI moved up 52.23 points or 1.58% compared to last month-end. My portfolio moved slightly slower, its value increased only 1.46% compared to end of June.

I have not been paying much attention to the market as I was quite busy with my work and other things. No trade was done in July.

Total dividend received this month was S$11,050, mainly from bond and UT. More dividend from stocks will come in next month.

Below are my top 30 stock holdings as at end of July.

1.         ComfortDelGro

2.         DBS

3.         OCBC Bank

4.         SingTel

5.         ST Engineering

6.         CapitaComm Tr

7.         Frasers Comm Tr

8.         SPH

9.         Kep Inf Tr fKa CIT

10.     Metro

11.     Mapletree Log Tr

12.     SGX

13.     AIMSAMP Cap Reit

14.     CapitaLand

15.     SATS

16.     Global Inv

17.     Ascendas Reit

18.     Keppel Corp

19.     Sing Inv & Fin

20.     Ascendas-h Trust

21.     Frasers Cpt Tr

22.     Sembcorp Ind

23.     United Engineers

24.     YZJ Shipbldg SGD

25.     Cache Log Trust

26.     Nam Lee Metal

27.     Nikko AM STI ETF 100

28.     Tai Sin Electric

29.     Ascott Reit

30.     Suntec Reit