As compared with 28 September 2007, the portfolio grew to 571K, a wroppling increase of 62.3K. In the month of October, I bought in 39.3K worth of shares (including new counters to continue diversification, and existing ones where price drop to good value). Therefore the actual growth of the portfolio is only 23K. It is still a good 4.5% growth.
When Cosco soared to S$7.8, I sold 4000 shares, only to buy back 2 days later at 7.25. Locked in net profit of $1,990. Just for the fun of it.
I received no dividend payout this month.
The top 30 holding are now:
1. CoscoCorp
2. ComfortDelGro
3. OCBC Bk
4. Semb Corp
5. Int-Roller
6. SPH
7. Raffles Edu
8. FibreChem
9. SPC
10. CapitaComm
11. Celestial
12. HG Metal
13. F & N
14. Food Junc
15. MetroHldg
16. ChinaFlexP
17. CitySpring
18. SAT Svcs
19. Pacific HC
20. PanUnited
21. Hartford
22. MIDAS
23. SP AusNet
24. Koda
25. Hiap Moh
26. CapitaRChina
27. SSH Corp
28. MacCookIReit
29. Sing Food
30. Amara
Wednesday, October 31, 2007
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