30 November 2009

The initially "no event" November month was suddenly rocked by the Dubai Crisis on 27.11.09. STI was spared because 27 was a public holiday. However, when market resumed on 30.11.09, STI dropped more than 1% while the rest of Asia recovered. STI ended this month at 2732.12, still 80 points higher than October.

My portfolio gave up almost all the gains on the last day of trading. Compared to the last month, portfolio value rose only S$275. There is a negative net cashflow 0f S$1,085 into the portfolio. So effectively portfolio rose by S$1,160.

I sold off Tiong Woon after holding the shares for more than a year. After deciding that this counter isn't going to grow much further and isn't going to give good dividend.

I receive S$2,073 in cash dividend this month.

The top 30 counters made little changes. Tiong Woon and Raffles Edu dropped off, SMRT and Midas took their place at the bottom of the table.


1. SPH
2. ComfortDelGro
3. OCBC Bk
4. DBS
5. Semb Corp
6. ST Engineering
7. SP AusNet
8. F & N
9. CitySpring
10. Starhub
11. SAT Svcs
12. FraserComm
13. SembMar
14. CapitaComm
15. SIA
16. CoscoCorp
17. FrasersCT
18. Yangzijiang
19. SSH Corp
20. SingTel
21. MapletreeLog
22. Sp Ship
23. MetroHldg
24. AscottReit
25. Aztech
26. Tat Hong
27. ASL Marine
28. KS Energy
29. SMRT
30. MIDAS

30 October 2009

Global stock market tumble in the 2nd half of October. Asian market followed the trend, including Singapore. STI ended the month at 2651.13, 21 points lower than last month. My portfolio gave up gain achieved earlier and ends up in RED this month. Though Portfolio value rose by S$8,200, it was due to fresh fund injected. I bought into AscottReit and Yangzijiang this month. Net lose of portfolio value is S$11,950.

I received S$700 dividend from OCBC this month, but in form of shares. No other cash dividend was received this month.

The top 30 holdings have little change, as the correction seemed to be across the board. AscottReit and Yangzijiang replaced Midas and Pac Andes.


1. ComfortDelGro
2. OCBC Bk
3. DBS
4. SPH
5. ST Engineering
6. Semb Corp
7. SP AusNet
8. F & N
9. CitySpring
10. Starhub
11. FraserComm
12. SembMar
13. SAT Svcs
14. SIA
15. CoscoCorp
16. CapitaComm
17. FrasersCT
18. SingTel
19. MetroHldg
20. MapletreeLog
21. TiongWoon
22. Sp Ship
23. SSH Corp
24. AscottReit
25. Tat Hong
26. Aztech
27. ASL Marine
28. Yangzijiang
29. Raffles Edu
30. KS Energy

30 September 2009

This month, stock market continues to be volatile. However, market sentiment seems to confirm that world economy is on route to recovery., though indicators are still mix. At the end of the month, STI stood at 2,672.57, rising 29.77 from last month.

My portfolio value rose by S$28,800 as compared to last month. I sold my Wilmar shares @S$6.62. I received 730 Satsvcs shares from SIA Ltd as part of their script dividend scheme. I went to the market to buy 270 Satsvcs shares to make it a lot. I bought 20,000 CitySprings shares through right issues and got some Raffles Education shares through script dividend scheme. All in all, there is a negative cash injection of S$2,887.

I received S$3,133 of dividend in cash. Below are the top 30 holdings as at 30 Sep.

1. ComfortDelGro
2. DBS
3. OCBC Bk
4. SPH
5. Semb Corp
6. ST Engineering
7. SP AusNet
8. F & N
9. CitySpring
10. Starhub
11. FraserComm
12. SembMar
13. SAT Svcs
14. CoscoCorp
15. SIA
16. TiongWoon
17. SingTel
18. CapitaComm
19. Aztech
20. MapletreeLog
21. FrasersCT
22. Sp Ship
23. SSH Corp
24. MetroHldg
25. Tat Hong
26. ASL Marine
27. Raffles Edu
28. KS Energy
29. MIDAS
30. Pac Andes

The top 10 holdings are almost the same as last month, except that Citysprings replaced FraserComm. The change is due to right issues. DBS and OCBC swopped positions. Wilmar dropped off the list since I sold the shares. HG Metal also dropped off the list due to price drop.