My Investment Portfolio (July 2007)
No better time to update my portfolio here after Friday's selldown. For the first time in many months, Raffles Education dropped out of my top holding. The selldown was due to rumours about the bank account being frozen in one of its China schools which the company came out to deny. Pacific Andes and Low Keng Huat are in my top 30 holdings this month because I managed to buy some excess rights shares from their recent concluded rights issues. Jiutian Chemical was an amazing performer for this month and it is in my top 30 holdings for the first time.
Not a good month for property stocks as a few of them dropped out of my top 30 holdings. S'pore Government announcement of increase in development charge rate this month doesn't help their performance.
Note that the changes are not due to my activities in buying/selling, but rather the changes in market price of my stocks. I remain vested and will continue to add into my portfolio every month whenever I have some spare cash to invest.
My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 29 July 2007 )
Top 30 Holdings (Sing$ Denominated shares)
1. Cosco Corp
2. SGX
3. Raffles Education Corp
Not a good month for property stocks as a few of them dropped out of my top 30 holdings. S'pore Government announcement of increase in development charge rate this month doesn't help their performance.
Note that the changes are not due to my activities in buying/selling, but rather the changes in market price of my stocks. I remain vested and will continue to add into my portfolio every month whenever I have some spare cash to invest.
My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 29 July
Top 30 Holdings (Sing$ Denominated shares)
1. Cosco Corp
2. SGX
3. Raffles Education Corp
4. KS Energy
5. SembCorp Marine
6. Jaya Holdings
7. A-REIT
8. Inter-Roller Engineering
9. Wheelock Properties
10. Noble Group
5. SembCorp Marine
6. Jaya Holdings
7. A-REIT
8. Inter-Roller Engineering
9. Wheelock Properties
10. Noble Group
11. CapitaMall Trust
12. ComfortDelgro
12. ComfortDelgro
13. Keppel Land
14. Keppel Corp
15. Hersing Corp
16. Unisteel Technology
17. Pacific Andes
18. Food Empire
19. F&N
20. Capitaland
21. Jardine C&C
22. SPC
23. Jiutian Chemical
24. Tiong Woon Corp
25. SC Global
14. Keppel Corp
15. Hersing Corp
16. Unisteel Technology
17. Pacific Andes
18. Food Empire
19. F&N
20. Capitaland
21. Jardine C&C
22. SPC
23. Jiutian Chemical
24. Tiong Woon Corp
25. SC Global
26. Ho Bee Investments
27. Parkway Holdings
28. SembCorp Industries
29. Innovalues Precision27. Parkway Holdings
28. SembCorp Industries
30. Low Keng Huat
Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2.
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
2. Keppel Corp
3. STI ETF
4. A-REIT
5. SBS Transit
My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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
2. Keppel Corp
3. STI ETF
4. A-REIT
5. SBS Transit
My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
Labels: Portfolio
posted by ghchua at 11:34 AM
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