Thursday, March 29, 2018

My Investment Portfolio (March 2018)

STI ended March 2018 down from last month at around 3427 points. Again, it had been another volatile month in terms of trading. Concerns on investor minds include trade conflict between US and China, rate of interest rate hike, currency volatility etc.

For this month, I have attended the following AGMs/EGMs/briefing - Far East Hospitality Trust and Mermaid Maritime.

For my top 30 holdings, it had been another month of volatile movements. PM Data and LHT returned to the list. PM Data had benefited from a positive analyst report earlier in the month though it had somewhat cool down after that. Another big mover in the list had been Best World. Otherwise, with the exception of STI component stocks in the list, other stocks held up quite well despite the selloff.

I have bought the following companies from the market this month - Bonvests, Boustead Projects, Bund Center, F&N, GL, Global Investments, Hongkong Land, Hotel Properties, Jardine C&C, Lum Chang, Mandarin Oriental, Metro, OUE, Sembcorp Industries, SIA Engineering, Sing Investment & Finance, Tan Chong International, UOB Kay Hian, Wheelock, Yeo Hiap Seng and Yoma. I have reduced my stake in Jardine Strategic, Sakae and Transcorp. I have also closed my positions in 8Telecom, Acesian Partners, Jiutian Chemical, Lifebrandz, NutryFarm, Shanghai Turbo and OEL.  

I have participated in the following preferential offer/rights issue this month - ESR-REIT and FJ Benjamin.

I have also participated in the following scrip dividend scheme this month - Global Investments.

Next month will be a busy one for me as companies with financial year ending 31 December 2017 will be holding their AGMs. As usual, I will be attending some of these AGMs to get updates on some of these companies. With markets expected to continue to be volatile going forward, I will be investing more prudently while mindful on its downside risk.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 29 March 2018)

Top 30 Holdings (Sing$ Denominated shares)
1. United Engineers
2. Haw Par
3. Jardine C&C
4. Venture
5. Metro Holdings
6. UOL
7. Hotel Grand Central
8. Tat Seng
9. Best World
10. Hong Leong Finance
11. Singapura Finance
12. GK Goh
13. Bonvests
14. Hong Fok
15. Bukit Sembawang Estates
16. Sing Investment & Finance
17. Hiap Hoe
18. Keppel T&T
19. Far East Orchard
20. Hotel Royal
21. PM Data
22. LTC Corp
23. Hotel Properties
24. Stamford Land
25. A-REIT
26. DBS
27. ComfortDelgro
28. Old Chang Kee
29. LHT
30. SGX

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

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

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
2. Z-Obee Holdings Ltd

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
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation
24. P99 Holdings - In Liquidation
25. K1 Ventures - In Liquidation
26. Jaya Holdings - In Liquidation

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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