Monday, September 1, 2008

31 August 2008

Portfolio suffered big lost of >5% in August. Portfolio value dropped below 500K to S$489,068. I continue to average down with some counters - Sp Ship, Nippecraft and SP Ausnet - never said die! I also accepted the voluntary offer to sell 10,000 of FJ shares.

This month I received S$2,834 in cash dividend and S$580 in CPF. Below are the top 30 holdings:


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