Tuesday, April 30, 2019

Portfolio Update 30 April 2019

With the hope that Sino-US trade negotiation was heading towards some kind of agreement, the equity market performed well in the month of April. STI rose with the global market. At the end of April, STI rose 196 points, or 6.14% from a month ago.

My portfolio however, did not perform as well as the index. Compared to last month, its value increased only 3.9%.

I received some Keppel Infrastructure Trust shares from subscription on right issues. I also applied for excess right and got some allotment.

Dividend received in April is low as usual. With the sales of M1 shares it went even lower this year. Minus the interest payment, passive income in April was S$2,524.

I bought some Fraser bond this month, using the proceed from the sales of Oxley bonds last month, and cash accumulated from dividend income. This will increase dividend income in six month.

Below are my top 30 share holdings as at 30 April.


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

5 comments:

LKH said...

Impressive portfolio. I am sure you can fully fund your retirement through the dividends from shares and bonds. What do you plan to do in your full retirement? What about learning ppiano lessons singapore?

Sanye ◎ 三页 said...

Hi LKH,

Thank you for the encouragement. In deed, I have started taking piano lessons.

I have a few things to do during my free time. Playing Xiangqi, reading books, involved in church work, etc. Playing piano is my new hobby, which I just started to learn recently.

Marysia said...
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Unknown said...
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