31 July 2011

Though the market was shadowed by the risk of a US debt ceiling krisis, STI performed relatively well in the month of July, backed by solid corporate results. STI rose in quiet market over 2%, to end at 2189.26.

My stocks did do as well. My portfolio value rose only by 1% in the month. This was due to many counters went on XD.

I didn't do very much on the investment side. I received the bonus shares from Metro and some DBS shares through script dividend scheme. I received S$1,727 on cash dividend (which I spent on a nice guitar! :))

Over the past few months I have been building up my cash reserve to catch any market opportunities. In the month of August, I will be receiving some good dividends in cash, which I will use to invest cautiously, mainly in good value stocks that pay good dividend.

Below are the top 30 holdings.

1. SPH

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