Portfolio Update 31 March 2017

The upwards trending of the global equity market continues in the month of March, despite the Korean crisis, East and South China sea tension, President Trump's setback in the pushing of some of his policies etc. Analysts are saying that a correction is necessary, but it just had not happen.

Compared with a month ago, STI rose 78 points, or 2.54%. Year to date, the STI has climb 10.22%, or 294.35 points for the first quarter. My portfolio move in almost in line with the index, just at a slightly slower pace. As at 31 March, its value rose 2.42% compared to end February.

This month, I bought some IREIT Global and added some Lippo Mall Trust shares. I added some shares from Capital Retail China Trust and Fraser Commercial Trust shares through scrip dividend scheme. I also participated in the right issue from Ascott Residence Trust. I sold away all my shares in Raffles Education and Noble Group. Both are under performers in my portfolio. The net cash flow into my portfolio this month is S$10,692.57.

Total dividend received this month was S$7,374.00, from both shares and UT.

Below are my top 30 stock holdings as at 31 March 2017.

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