Thursday, March 28, 2013

28 March 2013

Time really flys! Before one realises it, a quarter of the year has passed. Since it's a public holiday tomorrow, today is the last trading day of the month. The biggest news this month affecting the stock market must has been the banking crisis in Cypus. The worst seems to be adverted, but as the problem was not yet solved, it may come back again. With the news that this problem was somehow released, the equity market did quite well in the past few days.

STI movement was somehow rangebound, staying slightly negative (relative to last month), but managed to get into positive territory towards the end of the month. It closed today at 3308.10, up38.15, or 1.17% from last month.

My portfolio value rose  1.4% this month, slightly better STI contributed by smaller counters. I bought some HTL shares and Mapletree Greater China Commercial Trust (IPO). I received some shares from MLT, MIT and CIT thrugh script dividend scheme. I also subscribe to rights of KS Energy. I opted for script of GIL in script dividend scheme too.

I received S$2,884 dividend this month, which was reinvested.

Below are the top 30 holding as at today. UE and GIL dropped off the list and were replaced by Cambridge and AscottReit.

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