31 October 2014

The equity market experienced some turbulence in the first half of the month. This was due to several bad news: Weak economics data from Europe and China, conflict in ME with Isis, Ebola scares, protest in Hong Kong... etc. By the middle of the month STI dropped more than 100 points.

Indices recovered, however, in the 2nd half of the month. STI closed today at 3274.25, recovering almost all losses from the first half. My portfolio did slightly better. It's value rose 0.33% for the month.

I took advantage of the price drop and bought into OUE, Stamford Land, Amara, Transpac, Midas and Metro this month. I also received some OCBC shares through Scrip Div Scheme. Total dividend received was S$6,587 from shares and UT.

Below are the top 30 holdings as at 31 October. OUE is a new member in my portfolio. It replaces Pan United.

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