Friday, July 30, 2010

30 July 2010

To a trader, the month of July might have been a boring month. Stock market was quite "quiet", trading volume has been low the whole month. Many blamed it on the football world cup. Personally I don't mind a month like this. STI has been cripping higher slowly amid the low trading volume.

Throughout the whole month, STI moved up 152.19 points, or 5.37%. My portfolio moved almost inline with STI, up 6.25%. The higher percentage was due to new investment. I participated in DBS script dividend scheme, exercise warrants of Metro, and topped up Noble Group.

No other dividend except DBS was received this month. Below are the top 30 holdings as at 30 Jul 2010. There is very little change except Noble replaced SMRT, due to new purchase of the shares.

1.   SPH
2.   OCBC Bk
3.   ComfortDelGro
4.   DBS
5.   Semb Corp
6.   ST Engineering
7.   F & N
8.   SIA
9.   SP AusNet
10. CitySpring
11. CapitaLand
12. Starhub
13. SGX
14. SAT Svcs
15. SembMar
16. CoscoCorp
17. FraserComm
18. Kep Corp
19. DBS STI ETF 100
20. Noble Group
21. MacqIntInfra
22. CapitaComm
23. Yangzijiang
24. KS Energy
25. FrasersCT
26. MetroHldg
27. MapletreeLog
28. SingTel
29. AscottReit
30. UE

4 comments:

JW said...

Hi Sanye,

thought of including Keppel Green Trust into your portfolio?

I have added some of that.

Sanye ◎ 三页 said...

Hi JW,

I got a small amount issued by Keppel Corp in my portfolio.

This counter is worth looking at. It is on my radar screen. Any idea where I can get more information on it?

JW said...

Hi Sanye,

you might want to read this:

http://www.kepcorp.com/press/press.asp?RID=2391&L=&Y=2010&Q=2


And this:
http://utwt.blogspot.com/2010/06/keppel-corp-and-k-green-trust-things.html

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