I believe that the effect of Brexit is not over, but will unfold slowly in the next few months. Objectively I don't think it will lead to another GFC, though there may be some negative impact.
As at today, STI has recovered all the lost ground from last Friday and Monday. the index closed at 2,840.93, up 49.87points, or 1.79% from last month. My portfolio did not perform as well. Its value only rose 0.62% from a month ago.
Due to my busy schedule this month, I did not do much trade. I bought some SPH shares when the price dipped. I received some shares from DBS and OCBC via scrip dividend scheme. Total fund invested was S$4,900.00.
On the dividend side, total passive income this month was S$10,018.59 from shares and UT (mainly from shares).
Going forward, I will continue to be cautious in the investment. I may consider to shift some of the UT's to bond fund, which are more defensive in uncertain market. Meanwhile I will continue to build up my war chest and waiting for good opportunities to invest.
below are my top 30 holdings as at 30 June 2016. All members from last month-end stay, except some positions changed.
1. SPH
2. ComfortDelGro
3. OCBC Bank
4. Ausnet Services
5. DBS
6. Metro
7. Kep Inf Tr fKa CIT
8. ST Engineering
9. SGX
10. Starhub
11. Frasers Comm Tr
12. HTL Int
13. AIMSAMP Cap Reit
14. Sembcorp Ind
15. CapitaLand
16. SATS
17. Keppel Corp
18. Tai Sin Electric
19. Ascendas Reit
20. CapitaComm Tr
21. Sing Inv & Fin
22. United Engineers
23. Nam Lee Metal
24. KSH
25. Nikko AM STI ETF 100
26. OUE
27. SingTel
28. Stamford Land
29. CWT
30. SIA
