Friday, March 30, 2007

My Investment Portfolio (March 2007)

Two stocks appear in my top 30 holdings for the first time - Hotel Properties and SembCorp Industries. Hotel Properties because of rumours of being involved in F1 racing coming to S'pore. SembCorp mainly because of their earnings potential. Not much changes for the rest of the top 30 holdings. I remain vested in them.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 March 2007)

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

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

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. CapitaMall Trust
3. Keppel Corp
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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