Wednesday, December 27, 2006

My Investment Portfolio (December 2006)

Dear readers,

It had been an eventful year for me in my DIY stock investment. Though STI might not break 3,000 points come end of the year, I am confident that my portfolio will continue to grow. This year, I had subscribed to a few rights issues and they had been fruitful. It allows me to increase my stake in some of these good companies who seek to exhaust their tax credit via rights issues. I didn't subscribe to any IPOs this year though, as I prefer to rely on my stock picking skill to buy from the open market instead.

Biggest winners this year in my portfolio? Most of the property and construction stocks. Education stocks too. My biggest winner this year has to be Hartford Education. It came from nowhere but now it is one of my core holdings. Will it be my next Raffles Education? Well, let's wait and see.

Biggest losers? Technology and plastic counters. Sunningdale and Meiban dropped out of my top 30 holdings.

Next year, my main strategy will be to continue to subscribe to rights issues. With end of 2007 deadline for tax credits coming, more companies will be doing these rights issues to exhaust their tax credits before the deadline. I will keep a lookout for these issues.

I had a great fun managing my stock investment portfolio this year. I hope that you will find DIY stock investing fun and enjoyable too. Thank you for visiting my blog this year and may your investments bear fruit in many more years to come.

So here it is, my last portfolio update for 2006. Enjoy!

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 27 December 2006)

Top 30 Holdings (Sing$ Denominated shares)
1. Raffles Education Corp
2. SGX
3. Cosco Corp
5. Jaya Holdings
6. KS Energy
7. Hartford Education
8. SembCorp Marine
9. Wheelock Properties
10. Keppel Land
11. OSIM International
12. CapitaMall Trust
13. ComfortDelgro
14. Inter-Roller Engineering
15. F&N
16. Capitaland
17. Noble Group
18. Jardine C&C
19. Keppel Corp
20. Isetan
21. CapitaCommercial Trust
22. WBL Corp
23. Parkway Holdings
24. United Overseas Land
25. SPC
26. SIA Engineering
27. Sembawang Kimtrans
28. Innovalues Precision
29. Food Empire
30. Ho Bee Investments

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

Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. Tan Chong International

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

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
3. CapitaMall Trust
5. SingTel

My Unit Trust Portfolio:



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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