Wednesday, August 31, 2016

My Investment Portfolio (August 2016)

STI closed lower this month at around 2820 points. Market had been relatively quiet this month with most companies announcing results that were at or below expectations. The strong US dollar and weak crude oil prices had dampened buying interest further. Of course, we also have the concern on Zika virus and its impact on travel to S'pore.

For this month, I have attended the following AGMs/EGMs/briefings - Transcorp and Vibrant Group.

For my top 30 holdings, Best World was again the top performer this month as it continued its good run. Hotel Royal and Keppel T&T also fared well. Colex is a new entry as it continues to benefit from new cleaning contracts. Metro did not do well after it went ex-dividend, with investors possibly worried about its future prospects after realizing most of their developments in China.

I have bought the following companies from the market this month - Amara, AV Jennings, Best World, Bonvests, Boustead, Broadway, Bund Center, CapitaLand, Chuan Hup, DBS, Far East Orchard, GP Batteries, Hong Fok, Hwa Hong, iFAST, IPC Corp, Isetan, Keppel Corp, Koh Brothers, Lion AsiaPac, Lum Chang, Matex, Metal Component, Pollux, Stamford Land, Straits Trading, Teck Wah, TIH, TSH, UIC, UPP and Yeo Hiap Seng. No sell trade was done.

I have participated in the following scrip dividend schemes this month - CapitaLand Retail China Trust, Frasers Commercial Trust, Keppel REIT, MapleTree Logistics Trust and UOB.

I have accepted the following voluntary delisting/cash offer this month - Sim Lian. I have also subscribed to the following preferential offer - MapleTree Commercial Trust.

Next month will be another quiet month. It is a month for me to go slow and do some catch-up readings. Also, I will continue to research on companies and hope to continue to seek value and invest prudently.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 August 2016)

Top 30 Holdings (Sing$ Denominated shares)
1. Best World 
2. United Engineers
3. Jardine C&C
4. Sarine Technologies
5. Haw Par
6. Bonvests
7. Metro Holdings
8. Hotel Royal 
9. Hong Fok
10. Keppel T&T  
11. Hotel Grand Central
12. A-REIT
13. SGX
14. Singapura Finance
15. Bukit Sembawang Estates
16. Old Chang Kee
17. GK Goh
18. The Hour Glass
19. UOL
20. ComfortDelgro
21. Far East Orchard 
22. Hong Leong Finance
23. Hiap Hoe
24. CapitaMall Trust
25. Hotel Properties
26. Sing Investment & Finance
27. First REIT
28. CapitaLand
29. Isetan 
30. Colex

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

Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. Shangri-La Asia

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

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

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China- Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare

My Unit Trust Portfolio:


Tuesday, August 09, 2016

Journey as a Full-time Investor - 5 Years On

Dear readers,

How time flies! It had been 5 years since I left my last full-time employment, surviving only on my investment return and some income from this blog via advertisements. It is certainly tough to be unemployed in an expensive city like Singapore, but I did not regret my decision to be a full-time investor. A decision I still stick by to this date.

These 5 years had its difficult days, just like any job. With no CPF contribution, no monthly salary, no medical leave/benefits, no annual leave etc to look forward to every month, it had certainly tested me. However, I am glad that I started investing early and also learn a lot as a part-time investor during my working days, which makes the transition less tough.

For the past 5 years, I have detailed my investment activities every month at this blog. Readers should have an idea on what I had been doing for the past 5 years so I shall not repeat here. Markets had sometimes been quite challenging, but as I have said before, having a process and system in place will serve as a road map for one to navigate through even during those most difficult periods.

I wish to thank all of you out there for your support for this blog. Without your support and encouragement, I would not have come so far. I also wish to thank all those who provided feedback on my investment process and sharing your personal investment experience. I have learn a lot from these sharing so do keep them coming.

Will there be another 5 years as a full-time investor? When I left IT/Engineering, I said - "I didn't leave because it was hard. I left because it was no longer worth it". When I feel that it is still worth it, I will continue this journey. To date, the journey had been worthwhile.



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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