Portfolio Update June 2017

This month, the equity market was quite boring with its side way movement. It went up and down like a little yo-yo. A 1.3% surge in STI on 29 June was followed by a 1% drop the next day. As a whole, STI went up 7 points for the whole month and ended at 3,226.48 on 30 June, not so bad actually.

My portfolio did a little better. It value increased only 0.82% for the month, out performed the index by 0.6%.

I sold more then half of my KSH shares when its price went beyond 0.93 and cash in a handsome profit. I also participated in scrip dividend scheme in QAF, FCOT and Keppel Reit. In total there was a net cash outflow from the portfolio this month.

Total dividend received this month amounted to S$15,436, half from shares and the other half from UT and bond.

Below are my top 30 holdings as at 30 June 2017.

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