Thursday, July 31, 2008

31 July 2008

Market continues to be plagued by bad news from US. The end of the volatility is still not in sight. Market indices went up and down this month, and by the end of the month my portfolio lost about S$10,000 in value.

As at 31 July 5:00pm, portfolio value reduced by S$4,102, despite injection of S$5,833. Fresh fund was injected to buy ST Engineering when it dropped to S$2.72. Script dividend from ChinaFlexP was treated like new buy.

I only received S$260 in cash dividend this month. Below are the top 30 counters:

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

ChinaFlexP and SAT svcs dropped off the list after post Ex div price drop. Ferrochina and KS Energy replaces them due to price surge in the last week.