Tuesday, May 2, 2017

Portfolio Update 28 April 2017

Equity market continue its uptrend in April. Despite the tension in Korean peninsula, Middle East and European elections, US market continues to hit new high.

STI did not follow the global upward trend. As at 28 April, STI closed at 3,175.44, almost the same as a month ago (3,175.11). My portfolio did much better than the index. Its value rose 1.74% for the month of April. A few counters in my portfolio did very well this month. They include: CapitaLand, ComfortDelgro, Hotung, KSH, Lian Beng, SATS, and SIA.

I received some shares from Ascott Residence Trust this month from right issue. No other trade was done.

Total dividend received this month was S$7,478, mainly from Unit Trust investment.

Below are my top 30 holdings as at 28 April 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.   KSH
11.   CapitaLand
12.   CapitaComm Tr
13.   SGX
14.   AIMSAMP Cap Reit
15.   Sembcorp Ind
16.   SATS
17.   Tai Sin Electric
18.   Lippo Malls Tr
19.   Starhub
20.   Sing Inv & Fin
21.   Keppel Corp
22.   Global Inv
23.   United Engineers
24.   OUE
25.   Ascendas Reit
26.   Nam Lee Metal
27.   Nikko AM STI ETF 100
28.   Cache Log Trust
29.   Mapletree Log Tr
30.   Stamford Land


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Chua Mei Ling said...

Your top holdings is sph. I bought sph some years ago at a high of 4.25 becos of the attr active dividends. I wonder if u shd cont'd yo hold it or cut loss as I've made uob the difference with dividends. Your comments will be appreciated.

Sanye ◎ 三页 said...

Hi Mei Ling,

Sorry for the late reply, as I was on an overseas trip.

While it is a fact that SPH's printed news business will be affected by the destructive technology, I think that its other business will make up for it. I am not planning to cut loss at this moment.

Anonymous said...

How many stocks have you owned so far?


Sanye ◎ 三页 said...

Hi Jason,

There are at the moment 69 stocks in my portfolio.