Friday, August 4, 2017

Portfolio Update July 2017

I left my job at the end of last month planning to retire, but my boss offered me a part time job so I decided to go into semi-retirement. Starting from the month of July, I officially work only 2 1/2 days a week, and spend the rest of my time engaging with my hobbies and church. Ironically, I became even busier after the switch, so much so that I cannot update this blog on time. My apology.

My new office has very strict IT security policy, so I could not visit this blog during office hours. This is another reason for the delay.

Okay back to the update. Global equity market continue to move upwards despite President Trump having so many problems with his team and fellow US politicians. I heard one analyst said that he could not find anything that would indicate a market downturn, and that is scary in my opinion.

For the month of July (by the way, I closed July account on 28), STI moved up 104.27 points, or 3.23%. My portfolio performed poorly compared to the index due to poor performance of Ausnet, SATS, SIA Engineering, UE and SPH. As at 28 July, it value moved up only 0.75%.

I received bonus shares from KSH this month (okay I sold some of the shares when the value shot up more than 100% previously, now on hindsight could be a mistake).
Due to my busy schedule in July I missed the deadline to convert my PanU rights to shares and loss some money... (bad luck!) There were no other trade done.

Total dividend received in July amounts to S$5,785.00. Most of the dividend this month comes from UT. This is no surprise and I am looking forwards to August dividend.

Below are my top 30 holdings as at 28 July 2017. With the continuous poor performance in there prices, SPH and Comfortdelgro are overtaken by the two banks.

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

30.     Ascendas-h Trust


CreateWealth8888 said...

Congratulations. Better to go semi retirement in the same work environment.

Unintelligent Nerd said...

Hi Sanye,

Congrats! Good to serve in church too. I will do that next time when I'm retired.


ghchua said...

Hi Sanye,

Congratulations on your retirement! (semi also considered). You have reached a milestone in your investing journey. Hopefully, with more time away from work, you have more freedom to engage in your other activities.

All the best to your post retirement activities.

Sanye ◎ 三页 said...

Hello Guys,

Thank you for visiting my blog. Due to the IT security restriction in my new office, I am not able to visit the blog site and post reply frequently.

Anyway, thank you for all your well wishes. Ironically, I get even busier after switching to part time job. The past two months are really hectic for me. A lot of activities popped up to keep me very busy. And I am happy since these are related to things that I really enjoy.

Hope to find a good routine when things are more settled in time to come.


Sanye ◎ 三页 said...

Hi UN,

Actually I have been active in my church all these years. Now that I have more time besides works, I hope to do even more.

Praise the Lord.


cookie said...

hi Sanye,

happy retirement. good to be able to do the things we enjoy doing.

Anonymous said...

Hi Sanye,
Noticed you have an increased M1 and Starhub shares.

In your opinion it is still good to purchase telcom shares in long terms with small qty top up perodically noted that PB and EPS are dropping due to new telcom or prehaps it better to wait till the competition have tone down


hyom said...

Hi Sanye,

Thank you very much for adding me to your investment blog list even though my blog is no longer active. I have added your blog to my list. Your profile says that you are in the Engineering industry. May I ask if you were a practicing engineer before you retired? I hope you are because your blog will be an inspiration to all the engineers in Singapore out there. I know of many capable but demoralized engineers in Singapore today.

Which field of engineering did you work in? I am an electronics engineer.

Enjoy your semi-retirement and new part-time job. You have got to be a highly valued employee since your boss refuse to let you go even in your retirement.

All the best in your new life! Stay in good health so that you can enjoy your wealth :)