My Investment Portfolio (Sep 2007)

China and Fed are the themes for this month. Anything China, anything goes. US Fed cuts rate, stocks goes up. It is amazing that the STI can reach all-time high again, as fears about sub-prime woes in US seems to be far away from investors' mind this month. It just shows how Mr Market can mood swing so fast. For this month, I have participated in a few rights issues and was glad to report that I got some excess rights shares. But I have not been buying a lot this month, as valuation is no longer as cheap as last month. I will use the rights issue strategy to enter the market though, as the margin of safety is higher.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 28 Sep 2007)

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. Noble Group
8. A-REIT
9. Hersing Corp
10. CapitaMall Trust
11. Keppel Corp
12. Unisteel Technology
13. Keppel Land
14. Wheelock Properties
15. Capitaland
16. Jardine C&C
17. ComfortDelgro
18. F&N
19. Guocoland
20. Inter-Roller Engineering
21. Pacific Andes
22. SPC
23. Tiong Woon Corp
24. Ho Bee Investments
25. Parkway Holdings
26. Food Empire
27. SembCorp Industries
28. SC Global
29. Sincere Watch
30. CapitaCommerical Trust

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

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