27 April 2012

I have to close this month's account a day earlier since I am going for an overseas tour tonight.

This April has been a quiet month with thin trading volume in SGX. In my opinion, global stock market is also going sideway. STI ended today at 2981.58, 29 points lower than last month. SG corporates' good earning failed to offset the Europe worry and hence did not boost up the index.

As at today, my portfolio value stands at almost the same level as end of last month. To be exact, 0.1% higher. Nothing much happened to the stocks in my portfolio. I also did not do much there, since the STI is at around 3000 and the direction is not clear. I participated in the rights issue of Global Inv. and Pac Andes. I received S$1,981 in dividend this month.

As many companies have declared dividend, I will received quite a big sum next month. I will reinvest the money into the market should there be good opportunities.

Below are the top 30 holdings. Changes are mainly at the bottom of the list.

1.   SPH
2.   Semb Corp
3.   OCBC Bk
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. FraserComm
17. CapitaComm
18. SIA
19. Ascendasreit
20. SATS
21. MacqIntInfra
22. CapitaLand
23. MapletreeLog
24. FrasersCT
25. AIMSAMPIReit
26. Sabana Reit
27. AscottReit
28. CoscoCorp
29. UE
30. ASL Marine