31 January 2011

Stock market started very good this month, but loss steam towards the end. Reason? European credit crisis, bad weather, Korean problem, Egyptian unrest, Chinese rate hike..... So at the end of January the STI index is back to where it started - 3,179,72, 10 points lower than 31 Dec.

My portfolio followed the STI through the ups and down, ending some 0.16% lower than last month. SIA, UE, STEngineering and Capitaland were the worst performer, where CWT and KepCorp were the stars.

I was given 4,000 ASL Marine shares as Bonus, and I bought another 6,000 shares. No othere purchase was made this month. I received S$528 in dividend this month. Below are the top 30 holdings this month:

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. CoscoCorp
12. Starhub
13. SGX
14. Kep Corp
15. FraserComm
16. CitySpring
17. Noble Group
18. CapitaLand
19. MetroHldg
20. SATS
21. DBS STI ETF 100
22. Yangzijiang
23. MacqIntInfra
24. CapitaComm
25. MapletreeLog
26. FrasersCT
27. AscottReit
28. KS Energy
29. ASL Marine
30. UE

ASL replaces Suntec Reit. No other big change in the list except Capitaland dropped a few positions.