Wednesday, May 30, 2007

My Investment Portfolio (May 2007)

This month had been a dividend month. I have collected quite a decent sum of dividends from my holdings for companies with financial year ending December 2006. Since the amount of dividends received for this month is more than usual than the other months, I have decided to spread my investments. A portion of the dividend income had been re-invested into defensive plays this month while the remaining will be re-invested next month.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 May 2007)

Top 30 Holdings (Sing$ Denominated shares)
1. Raffles Education Corp
2. SGX
3. Cosco Corp
5. KS Energy
6. Wheelock Properties
7. CapitaMall Trust
8. Keppel Land
9. SembCorp Marine
10. Jaya Holdings
11. ComfortDelgro
12. Inter-Roller Engineering
13. Unisteel Technology
14. Capitaland
15. Noble Group
16. F&N
17. Food Empire
18. Ho Bee Investments
19. Keppel Corp
20. Midas Holdings
21. Parkway Holdings
22. Hotel Properties
23. Hersing Corp
24. CapitaCommercial Trust
25. Jardine C&C
26. People's Food Holdings
27. SC Global
28. Koda Ltd
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. Tan Chong International
2. Fortune REIT

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

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

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!

Powered by Blogger