Friday, December 31, 2010

31 December 2010

Stock market has been rather "stable" this month. STI was in positive territory whole month. Worry in the Euro-zone did not affect the market too much, similarly the Korean situation, and the icy winter in Europe and America. Even the latest interest rate hike in China did not hit the market badly. Figures released by US government indicated the recovery is on track, so global stock market advanced. DOW hit 2-year high a few times.

STI advanced and hit 3,200 after Christmas. It eventually close at 3,190.04 today, or (45.34 points) 1.44% higher compared to End-November. My portfolio performed even better. Its value rose 2.76% this month, net of fund invested.

I bought First Reit this month. I received Bonus shares from ASL Marine. On the dividend side, December has always been a "bonus" month for me. I received S$9,700 in cash dividend.

The list of top 30 holdings has little change. Suntec Reit came back and squeezes SingTel out of the list. KepCorp and Sembmarine advanced due to price surge over the last few days.

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

Come next year, I will go more defensive in my investment as STI is already quite high. Objective will be to increase my passive income through dividend.