Saturday, May 30, 2009

My Investment Portfolio (May 2009)

STI closes above 2300 points during the last trading day of this month, with the economy still haven't showing good signs of sustainable recovery. Already, we have seen stocks rebounding strongly from their all-time lows, with some even gaining more than 100% from the bottom. Which is why staying invested throughout market cycles and consistently re-investing back into the market with spare cash every month regardless of short term market movements paid off in the long run. This is because one do not want to miss out on opportunity cost of not staying invested. Just have a plan, stick through it, diversify your portfolio and buy with a good margin of safety.

This month had been a dividend month as I have received dividends from a lot of my companies in my portfolio with financial year ending December 2008. Those dividends had been re-invested back into the market via rights issue, purchases from the market and also scrip dividend scheme. I have subscribed to Transpac Industrial Holdings, Saizen REIT and Serial Systems rights issues this month. I have also reserved some funds for the upcoming WBL Corp, KepLand, SP Ausnet and CapitaCommercial Trust rights issues. For purchases from the market, I have mostly added onto my current holdings. The changes in my top 30 holdings this month are mainly due to market price movements, with SPC among the big gainers due to the takeover announcement from PetroChina.

Looking forward, with stocks having rallied above lows, stock picks will become more critical. I will utilize more value investment technique rather than growth to pick stocks. Value can now found in the mid/small cap segment of the market, and patience is needed to buy them at decent valuation.

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

Top 30 Holdings (Sing$ Denominated shares)
1. SGX
2. Raffles Education Corp
3. Noble Group
4. F&N
6. SembCorp Marine
7. CapitaMall Trust
8. CapitaLand
9. Jardine C&C
10. Bukit Sembawang Estates
11. Hersing
12. SPC
13. Cosco Corp
14. ComfortDelgro
15. Hong Leong Finance
16. Wheelock Properties
17. OCBC Bank
18. Parkway Holdings
19. KS Energy
20. Keppel Corp
21. Ascendas India Trust
22. SingTel
23. Straits Trading
24. Low Keng Huat
25. Jaya Holdings
26. WBL Corp
27. Pacific Andes Holdings
29. City Developments
30. UOL

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
2. AustLand PG

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
5. SingTel

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

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

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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