Portfolio Update 31 January 2018

Global stock market started well this year, with DJI hitting new high several times. STI moved up also in the beginning, but appeared to have lost steam in the last week of the month. At the end of the month January, STI moved up 131.07 points, or 3.85% compared with last month.

My portfolio moved up also, but in a slower pave. Compared with last month, its value rose only 3.54%. Nevertheless, this is still a very good start in the new year.

There was no trade done in this month. As the index moved beyond 3,500 (it touched 3,600 this month but did not stay there), I am slowing down the investment in shares.

Total dividend collected in January was S$13,260. Most of the dividend this month came from bond and UT investment, as not many share counters payout dividend in January.

Below are my top 30 holdings as at 31 January 2018.

1.         M1

2.         DBS

3.         OCBC Bank

4.         SPH

5.         ComfortDelGro

6.         Ausnet Services

7.         Metro

8.         CapitaComm Tr

9.         Kep Inf Tr fKa CIT

10.     ST Engineering

11.     Frasers Comm Tr

12.     Keppel Corp

13.     SGX

14.     Sembcorp Ind

15.     SATS

16.     CapitaLand

17.     AIMSAMP Cap Reit

18.     Starhub

19.     Sing Inv & Fin

20.     Mapletree Log Tr

21.     Lippo Malls Tr

22.     Global Inv

23.     Tai Sin Electric

24.     OUE

25.     Cache Log Trust

26.     YZJ Shipbldg SGD

27.     Lian Beng

28.     Nam Lee Metal

29.     Ascendas Reit

30.     United Engineers