My portfolio performed very well this month. Its value increased by 3.71% this month, out performing the ST Index.
I did not make any trade this month, but received some shares from Mapletree Industrial Trust via scrip dividend scheme. I bought some CommerzBank bond during its IPO. This is in line with my current investment strategy to shift my investment focus towards fixed income investment.
Total dividend received this month was S$7,145, 2/3 from UT/Bond and 1/3 from shares dividend.
Below are my top 30 share holdings as at 28 September 2018.
1.
M1
2.
ComfortDelGro
3.
DBS
4.
OCBC Bank
5.
SPH
6.
Metro
7.
CapitaComm Tr
8.
ST Engineering
9.
Frasers Comm Tr
10.
Kep Inf Tr fKa CIT
11.
Sembcorp Ind
12.
SGX
13.
AIMSAMP Cap Reit
14.
SATS
15.
Keppel Corp
16.
SingTel
17.
CapitaLand
18.
Sing Inv & Fin
19.
Mapletree Log Tr
20.
Tai Sin Electric
21.
Global Inv
22.
United Engineers
23.
Ascendas Reit
24.
Nam Lee Metal
25.
Cache Log Trust
26.
Nikko AM STI ETF 100
27.
Suntec Reit
28.
YZJ Shipbldg SGD
29.
Ascendas-h Trust
30.
OUE