Portfolio Update - 30 November 2015

The market recovery in October proved to be short lived. Looming US rate hike and Slowdown of Chinese economy determined the market sentiment and the stock prices moved south this month. Other negative factors included terror attack in Paris, lacklustre corporate earning results, China probe in the brokerage firms, etc.

STI closed today at 2,855.94 for the month of November, dropped 142.41, or 4.75% compared with last month. My portfolio, though performed better than the index, saw its value decreased by 2.99% from last month (exclude new investment).

This month, I bought some shares from Nera Tel, Cache Log Trust and KSH. I also received shares from MapletreeLog Trust via scrip dividend scheme.

Total dividend received this month amounts to S$10,852.26, including dividends received from Bond(FCL retail bond) and UT.

Below are my top 30 holdings as at 30 November 2015. SIA and Ascendas HT dropped off the list, and were replaced by Saizen Reit and SingShipping. Total fund injected was about S$19,000.

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