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Monday, November 30, 2020

My Investment Portfolio (November 2020)

STI closes this month up more than 15%. Post US Election rally plus positive news on vaccine development front for Covid-19 had encouraged investors to get back into the markets. Investors had also rotate from growth stocks to cyclical and value ones. However, towards the end of the month, it becomes weaker but still manage to close the month at above 2800 points.

For my top 30 holdings, most stocks in the list did well this month as they are mostly value stocks like finance companies, property developers and hotel companies. Jardine related group of companies also did well as they lead the STI surge. Frencken also returned to the list after delivering a set of 3Q20 result that is above market expectations.

I have bought the following companies from the market this month - Amara, AP Oil, Bonvests, Bukit Sembawang Estates, CapitaLand, Chemical Industries, Chuan Hup, ComfortDelgro, Dairy Farm, Delfi, EnGro, F&N, Frasers Property, GK Goh, Heeton, Hiap Hoe, HL Global, Hong Leong Finance, Hotel Royal, Indofood Agri, Khong Guan, Koh Brothers, Metro, OUE, Pacific Century, PEC, Sin Ghee Huat, Straits Trading, Willas Array and Wing Tai. No sale was done.

I have participated in the following preferential offers - A-REIT and Mapletree Logistics Trust. I have also participated in the following scrip dividend scheme - DBS.

We are approaching the end of what had been a volatile year for stock markets. With only one month to go, markets are expected to be more quiet as the festive season is coming soon. As markets had moved up significantly this month, I will be slowing down my purchases. My focus will be on stocks that had been neglected in this recent rally, and hopefully be able to find some value buys. 

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 November 2020)

Top 30 Holdings (Sing$ Denominated shares)
1. iFAST
2. Hong Leong Finance
3. Hong Fok
4. PM Data
5. A-REIT
6. Sing Investment & Finance
7. Hotel Grand Central
8. Hotel Properties
9. Far East Orchard
10. GK Goh
11. Bonvests
12. Haw Par
13. Singapura Finance
14. Metro Holdings
15. VICOM
16. Stamford Land
17. Bukit Sembawang Estates
18. CapitaLand Integrated Commercial Trust
19. UOL
20. Hotel Royal
21. EnGro
22. SGX
23. Jardine C&C
24. Tat Seng
25. Hiap Hoe
26. LHT
27. Frencken
28. Venture
29. UIC
30. Isetan

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Integrated Commercial Trust
3. A-REIT
4. Keppel Corp
5. Challenger

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Alpha Professional Holdings Ltd (formerly known as Z-Obee Holdings Ltd)

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding u p (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group
26. China Sun Bio-chem Technology
27. Attilan Group
28. Winas - In Liquidation

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Friday, October 30, 2020

My Investment Portfolio (October 2020)

STI closes this month down at around 2423 points. As we moved towards the end of the month, markets had been sold down due to concerns on the result of the upcoming US Election, raising Covid-19 cases around the world and uncertainty of a second stimulus package in US. STI had fallen for the last 5 consecutive trading days of the month after a promising start during the earlier part of the month.

For my top 30 holdings, iFAST surged past the other stocks in the list to capture top spot for the first time. Accelerated digitization due to Covid-19, more retail investor interest as can be seen in the B2C segment revenue in their reported 3Q20 result and increasing trading activities due to volatility in financial markets had benefited them. CapitaLand Integrated Commercial Trust is a new entry in the list after the merger of CapitaLand Mall Trust and CapitaLand Commercial Trust had been completed. My holdings in both trusts had now been combined and therefore its market value is now the combination of them. Not much changes had been observed for the other stocks in the list.

I have bought the following companies from the market this month - AF Global, Amara, Bukit Sembawang Estates, CapitaLand, City Developments, Dairy Farm, Delfi, EnGro, F&N, Far East Orchard, Global Testing, Hongkong Land, Hong Leong Finance, Hotel Grand Central, Hotel Properties, Jardine C&C, Keppel Corp, Khong Guan, Lion AsiaPac, Metro, NSL, OUE, PEC, Penguin, Singapura Finance, Stamford Land, Tan Chong International, Tiong Woon, UIC and Yeo Hiap Seng. No sale was done.

I have accepted the following voluntary delisting/cash offer this month - Teckwah.

I have participated in the following preferential offer - Frasers Centrepoint Trust. I have also participated in the following scrip dividend schemes - Jardine Matheson and Jardine Strategic.

With STI continuing its downward movement, I had started to deploy cash into some selected blue chip stocks as they were being sold down ahead of the US Election taking place early next month. Volatility in the markets is expected to increase going forward and therefore I will spread my purchase in batches. I will also continue to add onto my list of value stocks, as they offer some protection in terms of downside risk for the entire portfolio. I will continue to remain cautious though and will reserve some spare cash in case markets went through another wave of correction after the US Election.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 October 2020)

Top 30 Holdings (Sing$ Denominated shares)
1. iFAST
2. PM Data
3. Hong Leong Finance
4. A-REIT
5. Hong Fok
6. Hotel Properties
7. Sing Investment & Finance
8. GK Goh
9. Hotel Grand Central
10. Far East Orchard
11. Bonvests
12. Singapura Finance
13. Haw Par
14. Metro Holdings
15. VICOM
16. Hotel Royal
17. EnGro
18. Stamford Land
19. LHT
20. Venture
21. SGX
22. CapitaLand Integrated Commercial Trust
23. Hiap Hoe
24. Bukit Sembawang Estates
25. UOL
26. Tat Seng
27. UIC
28. Jardine C&C
29. Isetan
30. Yeo Hiap Seng

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Integrated Commercial Trust
3. A-REIT
4. Keppel Corp
5. Challenger

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Alpha Professional Holdings Ltd (formerly known as Z-Obee Holdings Ltd)

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding u p (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group
26. China Sun Bio-chem Technology
27. Attilan Group
28. Winas - In Liquidation

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Wednesday, September 30, 2020

My Investment Portfolio (September 2020)

STI closes this month down to around 2466 points. As the month draws to a close, stocks around the world gets weaker ahead of US Presidential election. 

For my top 30 holdings, PM Data regained top spot after its proposed capital reduction exercise had been approved by shareholders at the virtual EGM conducted this month. Frencken returned to the list after it was sold down last month. Otherwise, not much changes had been observed in the list.

I have bought the following companies from the market this month - AF Global, Amara, Bonvests, Bukit Sembawang Estates, City Developments, Delfi, F&N, GK Goh, Hiap Hoe, Guocoland, Hong Fok, Hotel Grand Central, Hotel Properties, Hotel Royal, HRnetgroup, Isetan, Jardine Matheson, Jardine Strategic, Karin, Khong Guan, Koh Brothers, Lion AsiaPac, Metro, NSL, OUE, PEC, Samudera, Stamford Land, Tan Chong International and Yeo Hiap Seng. I have also closed my position in BH Global.

I have accepted the following voluntary delisting/cash offer this month - China Jishan.

I have participated in the following scrip dividend schemes - Global Investments, OCBC and UOB. I have also converted my First Sponsor Series 2 Perpetual Convertible Securities to shares.

We are now going into the last quarter of what had been a volatile year for stock markets around the world. As the Singapore stock market gets weaker, I have started to deploy some of my cash holdings slowly back into the market. However, despite most of the value stocks being sold down, there is still a lack of short term catalyst for them to move up. Growth stocks had also slowed down after its good run since the March sell down. This had been a difficult market to navigate, and I will continue to adopt a defensive stance in my portfolio positioning. My focus will still be on value stocks with emphasis on those that had been sold down badly.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 September 2020)

Top 30 Holdings (Sing$ Denominated shares)
1. PM Data
2. A-REIT
3. Hong Leong Finance
4. Hong Fok
5. Hotel Properties
6. iFAST
7. Sing Investment & Finance
8. GK Goh
9. Hotel Grand Central
10. Far East Orchard
11. Bonvests
12. Singapura Finance
13. Haw Par
14. Metro Holdings
15. Hotel Royal
16. VICOM
17. SGX
18. EnGro
19. Hiap Hoe
20. Stamford Land
21. UOL
22. Venture
23. Isetan
24. Bukit Sembawang Estates
25. Tat Seng
26. Jardine C&C
27. Yeo Hiap Seng
28. UIC
29. LHT
30. Frencken

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. A-REIT
5. SBS Transit

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Alpha Professional Holdings Ltd (formerly known as Z-Obee Holdings Ltd)

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding u p (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group
26. China Sun Bio-chem Technology
27. Attilan Group
28. Winas - In Liquidation

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Saturday, September 12, 2020

Company Warrants Expiring in 2020 - Actions Needed

I need to remind myself all the outstanding company warrants that are expiring in 2020 in my portfolio which I will need to take action. I will update this list accordingly as I go along so that I won't forget about them.

CSC W201229, Expiry Date: 29 Dec 2020, Exercise price = $0.01, Conversion ratio 1:1 - No action taken yet.

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Monday, August 31, 2020

My Investment Portfolio (August 2020)

STI closes this month at around 2532 points, almost unchanged from last month. Investors are still undecided on the outlook ahead despite US Fed decision to keep interest rate low for a while. Speculative actions had been observed in small cap stocks though, as short term traders were rotating trading ideas among different stocks in a range bound market.

For my top 30 holdings, PM Data proposed a capital reduction exercise to return excess cash back to shareholders. iFAST and EnGro are the main movers in the list this month. iFAST continued its good run after it had received in-principle approval to carry out securities dealing in Malaysia. Tat Seng and LHT also returned to the list after reporting a decent set of half-year results. Frencken though, dropped out of the list after investors sold down the stock due to its less than impressive half-year results.

I have bought the following companies from the market this month - AF Global, Bund Center, Chemical Industries, Chuan Hup, F&N, Far East Orchard, First Sponsor, GK Goh, Heeton, Hiap Hoe, Hong Fok, Hongkong Land, Jardine C&C, Jardine Matheson, Koh Brothers, Mandarin Oriental, OUE, PEC, SBS Transit, Sin Heng, Stamford Land, Tan Chong International, UIC, Wing Tai, Yeo Hiap Seng and YHI. I have also closed my position in Sembcorp Marine R to extract cash to participate in the company's rights issue.

I have accepted the following voluntary delisting/cash offer this month - Tee International (shares and warrants).

I have participated in the following rights issue - Sembcorp Marine. I have also participated in the following scrip dividend schemes - Raffles Medical and DBS.

Next month will be a quiet month as companies had completed reporting their results. As usual, I will continue to selectively add onto my better ideas in my portfolio by re-investing the dividends received back into the market. I will also maintain a cash buffer as most companies continued to announce dividend payment cuts or suspend them altogether.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 August 2020)

Top 30 Holdings (Sing$ Denominated shares)
1. A-REIT
2. PM Data
3. Hong Leong Finance
4. Hong Fok
5. Hotel Properties
6. Sing Investment & Finance
7. iFAST
8. GK Goh
9. Far East Orchard
10. Hotel Grand Central
11. Bonvests
12. Haw Par
13. Singapura Finance
14. VICOM
15. Metro Holdings
16. EnGro
17. Hotel Royal
18. Venture
19. Hiap Hoe
20. Stamford Land
21. SGX
22. UOL
23. Yeo Hiap Seng
24. Bukit Sembawang Estates
25. Jardine C&C
26. Tat Seng
27. Isetan
28. UIC
29. LHT
30. Amara

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. A-REIT
5. SBS Transit

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Alpha Professional Holdings Ltd (formerly known as Z-Obee Holdings Ltd)

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding u p (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group
26. China Sun Bio-chem Technology
27. Attilan Group
28. Winas - In Liquidation

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Thursday, July 30, 2020

My Investment Portfolio (July 2020)

STI closes this month at around 2529 points, down slightly from last month. With elections over, the usual worries were present in the markets as in previous months. Additional sell down in local banks towards the end of the month was observed as MAS announces cap on their dividend payout.

For my top 30 holdings, A-REIT returned to the top of the list as industrial REITs performed well this month. New entries include Frencken and iFAST. Frencken did well as the market re-rated the company due to its expected business and earnings growth. iFAST reported a decent set of 2Q20 results, as it progresses to the next application round for a digital wholesale bank licence. Not much changes had been observed for the other stocks in the list.

I have bought the following companies from the market this month - AF Global, Bonvests, ComfortDelgro, EnGro, Far East Orchard, Heeton, Hongkong Land, Hotel Grand Central, Indofood Agri, Isetan, Jardine Matheson, Jardine Strategic, Koh Brothers, Lion AsiaPac, Mandarin Oriental, Metro, OUE, Pacific Century, PEC, Samudera, SingTel, Stamford Land, Tan Chong International and UIC. I have also closed my positions in Guoan International, KOP, New Wave, Progen and Zhongxin Fruit and reduced my stake in BH Global and KS Energy.

I have participated in the following scrip dividend schemes - CapitaLand and Global Investments.

Next month, companies with financial year ending 31 December 2020 will continue to announce their half year results. From the earlier signs of some of those companies announcements this month, I expect most results to be quite ugly. I will continue to remain prudent and selectively add onto high conviction stocks in my portfolio while eliminating those low conviction ones. Going forward, the number of stocks in my portfolio will be reduced as I re-align my portfolio to focus on high conviction stocks.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 July 2020)

Top 30 Holdings (Sing$ Denominated shares)
1. A-REIT
2. PM Data
3. Hong Leong Finance
4. Hong Fok
5. Hotel Properties
6. Sing Investment & Finance
7. GK Goh
8. Bonvests
9. Far East Orchard
10. Hotel Grand Central
11. Hotel Royal
12. VICOM
13. Singapura Finance
14. Metro Holdings
15. Haw Par
16. Stamford Land
17. Hiap Hoe
18. Jardine C&C
19. Frencken
20. UOL
21. Bukit Sembawang Estates
22. iFAST
23. SGX
24. Venture
25. Yeo Hiap Seng
26. Isetan
27. EnGro
28. UIC
29. Old Chang Kee
30. Amara

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. A-REIT
5. SBS Transit

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Alpha Professional Holdings Ltd (formerly known as Z-Obee Holdings Ltd)

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding u p (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group
26. China Sun Bio-chem Technology
27. Attilan Group
28. Winas - In Liquidation

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Tuesday, June 30, 2020

My Investment Portfolio (June 2020)

STI closes this month at around 2589 points, up slightly as compared to last month. Fear of Covid-19 virus numbers spiking again after countries re-opening their economy had been a major concern this month. US market volatility and upcoming Singapore general election next month also on most investors mind. Investors had been cautious, with activities centered mostly on penny stocks towards the end of the month.

For my top 30 holdings, VICOM did well after doing a stock spilt. The Hour Glass returned to the list after reporting a decent set of full-year results. Jardine C&C though had been a major laggard. Not much changes had been observed for the other stocks in the list.

I have bought the following companies from the market this month - AF Global, Bukit Sembawang Estates, Chuan Hup, ComfortDelgro, Dairy Farm, Heeton, Hiap Hoe, Hong Fok, Hotel Grand Central, Jardine Matheson, Jardine Strategic, Koh Brothers, Lion AsiaPac, Mandarin Oriental, Metro, NSL, OUE, Pacific Century and SingTel. I have closed my positions in AnAn and Samko Timber and also reduced my stake in Ecowise.

I have also accepted the following voluntary delisting/cash offers this month - Dynamic Colours, Elec & Eltek and Lafe Corp.

Next month, companies holding their virtual AGMs in June will mostly be paying out their dividends. As usual, I will re-invest some of those dividends cautiously back into the market. I will also be holding some cash as a conservative approach, as companies are expected to reduce or even drop dividend payments going forward. It remains to be seen how big is the impact of Covid-19 on their upcoming results, but initial signs had not been good and I continue to remain prudent in my portfolio positioning.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 June 2020)

Top 30 Holdings (Sing$ Denominated shares)
1. Hong Leong Finance
2. PM Data
3. A-REIT
4. Hong Fok
5. Hotel Properties
6. Sing Investment & Finance
7. Bonvests
8. Far East Orchard
9. GK Goh
10. Hotel Grand Central
11. VICOM
12. Haw Par
13. Singapura Finance
14. Hotel Royal
15. Metro Holdings
16. Stamford Land
17. Hiap Hoe
18. UOL
19. Jardine C&C
20. Bukit Sembawang Estates
21. SGX
22. Isetan
23. Yeo Hiap Seng
24. LHT
25. EnGro
26. UIC
27. Amara
28. Venture
29. Old Chang Kee
30. The Hour Glass

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Elec & Eltek (Pending offer going unconditional)

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. A-REIT
5. SBS Transit

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Alpha Professional Holdings Ltd (formerly known as Z-Obee Holdings Ltd)

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group
26. China Sun Bio-chem Technology
27. Attilan Group

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A self-directed investor, looking to invest for retirement needs and bypass all those expensive financial planners/insurance agents. Investing is fun, profitable or most important of all, knowledge gained is useful for the rest of your life!

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