Wednesday, April 30, 2008

30 April 2008

Noise, lot of noise! One day someone would say "the worst is over", yet another day someone would say "we may be facing worst recession in 30 years". So this is the current market situation.

Ignore the noise, stick to value and long term investment. I continue to buy in small amount. Top up Cosco and ST Engineering this month.

Compared with March, the portfolio made a slight recovery. Total value now stands at S$539,425. It grew by S$7,727 this month(discounted the injected fund).

I received S$65.00 of dividend from Raffles Education in this month. With a few counters went XD last few days, I shall look forward to receive more dividend in May.

Below are the top 30 holdings:

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