Monday, November 16, 2009

Portfolio Updates

A short update on my portfolio.

My portfolio is mostly unchanged.

Dividends Basket -- Mainly for dividends
6 lots of SPH @ 3.65
6 lots Capital Commercial Trust @ 0.84
13 lots of CitySpring at 0.51 (7 lots from rights)
16 lots of Macquarie International Infrastructure Fund at 0.305
2 lots of ST Engg at 2.28
10 lots of Starhill Global Reit at 0.54
6 lots of Starhub at 1.895
26 lots of GRP at 0.20

The total cost here is about $64,980 and the expected average monthly dividends is about $444.

Investment Basket -- Mainly because I like the business or for growth
5 lots of Breadtalk at 0.37
2 lots of Capitaland at 1.64 (averaged down by selling 1 lot at $3.50 before)

Trading Basket -- Hoping to sell off
30 lots of Hor Kew at 0.125
20 lots of LC Dev at 0.21
2 lots of Cosco at 2.67
60 lots of Berlian Laju at 0.117
20 lots of China Sky at 0.245
2 lots of Singtel at 2.98

Lost $75 in shorting the index today as well... :(
Bad trade...


  1. hey bro, i'm epilson from cna market talk, you mention that 2780~ is a level to get ready to out... does it still hold since sti suddenly chiong so much in such a short time?


  2. Hi,

    You are fast :). I'm doing a blog post on it now as I just reached home... Made some mistakes in shorting as well... shall document it... Summary: doesn't seem to hold now...

    Thanks for visiting :)

  3. Hi Jun Wei,

    Do you know what the yield is like for each of the stock in your dividend basket?


  4. hi dream,

    for my price, the yield is between 6% to 10.5% for each stock.

    SPH for my price will yield about 6.85%
    CapComm 7.86%
    CitySpring 7.88%
    MIIF 9.84%, assuming 30 bucks per lot
    ST Engg 6.93%
    Starhill 7.41%
    GRP 10%
    Starhub 10.5%

    btw, I just realise made a mistake in the average monthly dividends... Changing it...


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