Friday, February 2, 2018

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