Friday, February 26, 2010

26 February 2010

For the whole month of February, stock market was boosted by good corporate results on one hand, but hit by the Greek financial crisis on the other. At the end of the month, STI only moved 5.5 points compared to end January. At least it moved up!.

Net of the new fund injetted, portfolio value moved up S$6,000 in the month of February. I bought bought SGX, SuntecReit, kepCorp and CapitaLand in this month. Suntec is new member of the portfolio, the rest are top-up.

Received cash dividend of S$1649. A dividend of S$446 went to CPF account. Below are the top 30 holdings:

1. SPH
2. ComfortDelGro
3. OCBC Bk
4. DBS
5. Semb Corp
6. ST Engineering
7. SP Ausnet
8. F & N
9. Cityspring
10. SGX
11. CapitaLand
12. Starhub
13. FraserComm
14. SembMar
15. SAT svcs
16. Kep Corp
17. SIA
18. CoscoCorp
19. frasers CT
20. CapitaComm
21. SSH Corp
22. SingTel
23. mapletreeLog
24. AscottReit
25. Yangzijing
26. MetroHldg
27. Aztech
28. sp Ship
29. SuntecReit
30 UE

Monday, February 1, 2010

31 January 2010

US president Obama's announcement to curb bank size and activities, together with China's new policy to curb bank loan dealt double blow to the stock market and initiated the awaited correction. Global stock price tumble in January. Likewise my portfolio.

I pumped inS$35,580 fresh fund into the portfolio buying new counters. Timing was bad as the first batch went in before the correction. Despite the new add-on, portfolio value didnot increase compared to December. I received S$240 of dividend in January.

Below are the top holding in January:

1. SPH
2. ComfortDelGro
3. OCBC Bk
4. DBS
5. ST Engineering
6. Semb Corp
7. SP AusNet
8. F & N
9. CitySpring
10. Starhub
11. FraserComm
12. SAT Svcs
13. SembMar
14. SGX
15. CoscoCorp
16. SIA
17. FrasersCT
18. SSH Corp
19. CapitaComm
20. SingTel
21. MapletreeLog
22. MetroHldg
23. AscottReit
24. CapittaLand
25. Aztech
26. Sp Ship
27. Yangzijiang
28. Pac Andes
29. KS Energy

SGX is a new member in my portfolio. Together with Pac Andes and MIDAS, they squeeze SMRT, Tat Hong and ASL Marine below the top 30 positions.