30 November 2012

The month November started with stock prices plunging after the US presidential election. The fear of fiscal cliff send the global stock prices south. Market somehow stablizes toward the end of the month with the hope of politicians finding a compromise for it. The "Olam - Muddy water" did not have big effect on other counters. At the end of the month, STI recovered the lost ground and ended 1.04% higher than last month. My portfolio did not do as well, rose just 0.67% in the month.

I bought some Sembmarine shares this month when its price dropped. I subscribed to Sing Inv's rights issue.
Going forward I will still hold on to the same strategy and continue to seek investment opportunities. I received a total of S$6,600 in dividend.

Below are the top 30 holdings as at 30 November. NOt much changes happened. SingInv and Sembmarine moved up due to buy-in. Transpac dropped off the list due to Ex D, and Ex Entitlement.

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