Monday, December 1, 2008

30 November

This market trmoil looked set to stay for long time. Governments revised growth downwards, companies issued profit warning, laid off staff, news of companies went bust.... Political standoff in Thailand, terrorist attack in Mumbai, food scandal in China.... Oh come on, give me a break.

Portfolio continued to drop in the month of November, in line with the global volatility. Those the value on 30 November stood at S$2,646 higher than on 31 October, it was due to a new fund injection of S$9,000. Hence effectively, the portfolio dropped by S$6,352 this month.

I received S$2,000 of dividend in cash this month.

Below are the top 30 holdings:

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

DBS jumped to 5th place due to new purchase. MIIF, CapitaComm and HG Metal price dropped. SpRe, Cambridge and Food Junction dropped off the list.


Wealth Journey said...

Nice portfolio you have there :)
Would be great if you could do a % return based on YTD and since inception. It will be good to let others know how they fared against a simple ghchua's method.

Anonymous said...

Very interesting information. I run my own company and I am constantly looking for ways to grow it and increase sales. Recently, I decided to invest in this I work with these solutions for a month only, but I can see the first changes in the company and that's a plus, of course.