31 January 2012

The year 2012 started with most of the analysts predicting that the economy would not do well and the market continue its downtrend. But the market did very well in January. Though the European crisis still has not see its end, some positive news from US lifted the market. STI rose 260 points (almost 10%) in the month to end above 2906. My portfolio rose slightly less, only 7.5% this month.

I did not do very much in share market this month. That was because I use some cash to buy into 2 bond fund and participated in the CMA Bond IPO. These actions drained my cash position so I did not buy any share this month. I received S$365 in dividend this month.

going forward, I will focus on blue chip with good dividend payout and REITs that are performing well.

Below are the top 30 holdings as at 31 Jan 2012. O&G and Shipping shares rose, Cosco came back to the list again and Sembmarine rose a few position.

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