28 June 2013

The month June has been an unpleasant one. The global stock market was hit by news that US would scaled back the QE program and some bad news from China. Singapore market was not spared and went into correction mode. Some even fear the bear is back.

Market corrected quite a fair bid, depite some rebounds in between. As at month end, STI drop 161 points, or 4.86% compared with end of May. The value of my portfolio dropped 4.04% in the month, almost in line with the index.

As the market corrected, I felt that buying opportunities may appear. Unfortunately I was kept very busy from my job/business trip that I did not make any buying. I received shares of CIT, Mapletree Ind, AimsampIreit and AscendasHreit, all via script dividend scheme.

I received a total of S$5,820 in dividend this month. I shall look for good opportunity to reinvest them.

Below are the top 30 holdings as at 28 June 2013. There is not much change except at the bottom, where Cambridge and AscttReit replace CWT and Globalinv.

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