Thursday, November 30, 2017

Portfolio Update 30 November 2017

The global stock market performed quite well in November, lead by the US market. DJ index hit historical high in this month. STI moved in tandem with the global market and surged beyond 3,400 points this month. The weakness of the index in the last few trading days did not affect the bullish sentiment. When market closed today, STI stood at 3,433.54, up 59.46 points or 1.76% as compared with last month.

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.

1.         M1
2.         DBS
3.         OCBC Bank
4.         SPH
5.         Ausnet Services
6.         ComfortDelGro
7.         Metro
8.         CapitaComm Tr
9.         Kep Inf Tr fKa CIT
10.     Frasers Comm Tr
11.     ST Engineering
12.     Keppel Corp
13.     SGX
14.     SATS
15.     Sembcorp Ind
16.     CapitaLand
17.     AIMSAMP Cap Reit
18.     Starhub
19.     Sing Inv & Fin
20.     Lippo Malls Tr
21.     Global Inv
22.     Tai Sin Electric
23.     Mapletree Log Tr
24.     Cache Log Trust
25.     YZJ Shipbldg SGD
26.     Nam Lee Metal
27.     Lian Beng
28.     Ascendas Reit
29.     United Engineers
30.     Nikko AM STI ETF 100


Anonymous said...

Hi Sanye,

I am proud of your achievement!

Can u know what is your total portfolio value and how long have you been vested?

What is your initial capital and total capital up todate?

Many thanks.


Sanye ◎ 三页 said...


Thanks for the kind words.

I have been investing since 2000. My initial capital was around S$150,000. I made some losses initially like any beginner. in 2004 I switch my investment focus to dividend and stay in this till now.

I will not answer your other questions as I do not wish to reveal my portfolio size. Sorry about that.

Anonymous said...

Hi Sanye,

Thanks for your kind reply.

Just two more qs if you do not mind:
How old are you now? And have you double or triple your total invested capital?

Many thanks.

Sanye ◎ 三页 said...

Hi Anonymous,

I am in my late 50s.

I don't quite understand the 2nd question. Do you mean the profit I made or the capital I invested