Wednesday, December 31, 2008

My Investment Portfolio (December 2008)

I have done my "Christmas shopping" already this month. The proceeds from the reverse takeover of Eng Wah Organization by Transcu Group came in handy for my shopping spree this month. I have added mostly blue chip stocks in my portfolio this month as I have always been underweighting them in my portfolio due to valuation ground. But with the recent market downturn, it is a good chance for me to buy blue chip stocks cheaply.

OCBC Bank is a new entry in my top 30 list this month, while SingTel and ST Engineering moved up the list as I began to re-balance my portfolio by adding some blue chip names. DBS Bank have also announced a rights issue. I will be subscribing to the rights issue during next month.

I have also accepted the delisting offer from SP Chemical. But the proceeds from the offer will only come in during February, since the delisting offer needs to be approved by shareholders.

Looking ahead, markets might not recover so soon. 2009 will also be a tough year for investors. But armed with an investment plan, patience and consistently investing into the market with spare cash every month, I believe that I will be rewarded in the long run.

I end this post my wishing all my loyal readers a profitable and happy 2009!

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

Top 30 Holdings (Sing$ Denominated shares)
1. Raffles Education Corp
2. SGX
3. F&N
4. Noble Group
5. Hersing
6. ComfortDelgro
8. SembCorp Marine
9. Cosco Corp
10. Straits Trading
11. Jardine C&C
12. Hong Leong Finance
13. Parkway Holdings
14. CapitaMall Trust
15. Singapore Food Industries
16. SingTel
17. KS Energy
18. SBS Transit
19. ST Engineering
20. SMRT
21. Wheelock Properties
22. CapitaLand
23. OCBC Bank
24. WBL Corp
25. Cerebos Pacific
26. Food Empire
27. Ascendas India Trust
28. Sing Investment and Finance
29. Keppel Corp
30. Bukit Sembawang Estates

Top 5 Holdings (US$ Denominated shares)

1. Jardine Strategic
2. Dairy Farm
3. Hong Kong Land
4. Jardine Matheson
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)
2. CapitaMall Trust
3. Keppel Corp
5. Boardroom

My Hong Kong Stock Portfolio (listed on SEHK)
1. Peace Mark Holdings

My Unlisted Company Portfolio
1. JK Tech Investment
2. Automated Touchstone Machines Ltd
3. Iconic Global Limited
4. Greatronic Limited

My Unit Trust Portfolio:


Monday, December 08, 2008

Good Investment Books and Periodicals

Dear all,

I have encountered occasions when fellow investors asked me what books to read for investment knowledge. Well, I haven't been reading much books lately as I felt that experience in reading annual reports is more useful than just reading books. But for those who wish to get a headstart, below are some of the books that I have recommended last time at http://www.sgfunds.com.

Happy Reading!

My Recommended Books:
1. Personal financial planning / Benedict Koh, Fong Wai Mun. Publisher Singapore : Prentice Hall, 2003. Physical Description xi, 348 p. : ill. ; 24 cm.

2. Value investing : a provocative guide : a Singapore perspective / Sebastian Chong. Publisher Singapore : Financial Info Analysis, 2003. Physical Description xii, 226 p. ; 24 cm.

3. Investment management in Singapore / Saw Swee-Hock. Publisher Singapore : Prentice Hall, 2001. Physical Description x, 251 p. : ill. ; 23 cm.

4. Investing in unit trusts in Singapore / [Peter Donglas & Andy Ong]. Publisher Singapore : AFPJ, 2000. Physical Description 227 p ; 21 cm.

5. Insider trading : an insider's guide to intelligent investing / Chris Firth. Publisher Singapore : Prentice Hall, 2002. Physical Description 208 p. : ill. ; 24 cm

6. Sun Tzu on investing : 15 strategies for dynamic investments / Curtis J. Montgomery. Publisher Singapore : J. Wiley, c2003. Physical Description xxi, 278 p. : ill. ; 24 cm

7. Professor Sage investing basics : a solid foundation for stock market investing / Curtis J. Montgomery. Publisher Singapore : WallStraits.com, 2002.

8. How intelligent investors build a perfect portfolio : 8-steps to selecting superior businesses / [Curtis J. Montgomery]. Publisher Singapore :WallStraits.com.

9. Show me the money. Volume 1, Practical readings for investors in Singapore / Teh Hooi Ling, Singapore : Rank Books, 2004, 155 p. : ill. ; 21 cm.

10. Principles of accounting for non-accounting professionals, 3rd Edition/Lee Tat Man. Prentice Hall, 2001. xi, 284 p.

11. Show me the money. Volume 2, Practical readings for investors in Singapore / Teh Hooi Ling, Singapore : Rank Books, 2006, 192 p. : ill. ; 21 cm.

12. Financial services in Singapore/ Tan Chwee Huat, Ridge Books : Singapore University Press, c2004, xii, 256 p. : ill. ; 21 cm.

13. Prof Sage : THE GREAT STOCK ADVENTURE, Curtis J Montgomery, Wallstraits.com

14. Handbook for stock investors / Goh Kheng Chuan ; edited by Manvinder Kaur, Rank Books, 2000, 128 p. : ill. ; 21 cm.

15. Show me the money. Volume 3, Practical readings for investors in Singapore / Teh Hooi Ling, Singapore : Rank Books, 2008, ix, 216 p. : ill. ; 21 cm.

Show me the money. Volume 4, Practical readings for investors in Singapore / Teh Hooi Ling, Singapore : Rank Books, 2008, ix, 225 p. : ill. ; 21 cm.

17. Make your money work for you : how to grow your investment dollars / Keon Chee & Ben Fok, Singapore : Marshall Cavendish Business, c2006, 175 p. : ill. ; 23 cm.

My Recommended Periodicals:
1. Pulses Magazine
2. The Edge
3. Shares investment : facts & figures



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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