My portfolio, however, did not perform well in November. While the index went up 1.76%, my portfolio value drop 0.5% this month. This was due to poor performance from some of my counters like AimsampIReit, CapitaLand, KSH, Metro, Sembcorp Ind, ST Engineering, etc. Though some other counters -performed well, they were not good enough to compensate the losers. I wasn't too concern about this as the year-to-date performance of the portfolio is still good.
I received some shares from ESR-REIT, K-REIT and Fraser Commercial Trust via scrip dividend scheme. There was no other trade done this month.
This month, my total passive income from bonds, UT's and shares amounts to S$18,000. This is the fourth best month in term of dividend income.
Below are my top 30 holdings as at 30 November 2017.