30 April 2014

Equity market performed well in the month of April, though the tension in Ukraine and news on China slow down affected the sentiment and limited the up side. Good corporate earning results helped the market to move up.

STI performed well except the last week of the month, when rising tension in Ukraine caused some sell brought down the index. Towards the end of the month, the good results reported by the 3 local banks sent market moving up again. STI closed at 3264.71 today, rising 76.09 points or 2.39% in the month. My portfolio moved in step with STI, the value rose 2.5% in the month of April.

I did not buy any stock this month since the index was already quite high. I invested in a Europe bond fund to boost my passive income. I received S$5,578 of dividend from my investment this month.

With many companies announcing their result this month, I will be receiving more dividends next month. I will look for opportunities to invest the dividend next month.

Below are the top 30 holdings as at 30 April. The list is the same as last month, with some changes in positions.

 

1. SPH
2. ComfortDelGro
3. SP Ausnet
4. DBS
5. OCBC Bank
6. Sembcorp Ind
7. ST Engineering
8. Starhub
9. SGX
10. Metro
11. Frasers Comm Tr
12. CapitaLand
13. CitySpring Trust
14. CapitaComm Tr
15. Sembcorp Marine
16. AIMSAMP Cap Reit
17. Nikko AM STI ETF 100
18. Lippo Malls Tr
19. United Engineers
20. Keppel Corp
21. Ascendas Reit
22. Sing Inv & Fin
23. SATS
24. YZJ Shipbldg SGD
25. Global Inv
26. SingTel
27. Mapletree Log Tr
28. SIA
29. PanUnited
30. Sabana Reit