Tuesday, November 30, 2010

30 November 2010

The stock market started well in November. STI closed above 3300 on 8th and 9th November. Unfortunately the market lost steam after that. major incidents afftecting the market are: Euro Zone debt crisis, China's measure to cool property market, Conflict between South and North Korea.

Affected by the above, market gave up the gain in early month, and closed eventually almost flat, only 2 points above last month-end. My portfolio, however, faired worst than that. As at 30 November, it is 0.3% lower than 31 October level.

I did not invest very much this month. At the first half of the month, as the STI was high, I didn't try to purchase any share. Subsequently, when prices soften, I tried to queue for some dividend stock, but was not successful. The only investment made this month was the participation in script dividend scheme from Cambridge industrial trust and OCBC. Another reason for not investing was I was tied up with my work this month.

I received S$3,600 in dividend this month. Below are the top 30 holdings. There isn't much changes compared with last month(no change in first 11 positions). SingTel replaced Suntec.

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