October Portfolio Update

The month of October saw one of my freezer stock slowly being defrosted... Berlian Laju... That was indeed lucky... I'm still contemplating when to sell it...

The main additions to my portfolio are

1) AIMSAMPIREIT. I was given 27 lots, 24.5 lots entitled, 2.5 lots excess. At the moment, I have 97 lots. Dividend of 0.3938 cts have been declared as well.

2) Keppel Green Trust. I loaded 2 days ago at $1.06 as it seems to be holding well. Whether it will continue to hold remains to be seen. At the moment, I have 15 lots, all at an average of $1.11.


A short summary of my core holdings:

Portfolio cost: $142k
Portfolio value: $169k
Percentage gain: 18.99%

Dividends reached $975/mth on average, after my 24.5 entitled and 2.5 excess AIMS rights came in, and after I loaded the additional 5 lots of Keppel Green Trust.

Adding to the $28k in the basket I hope to sell off at the bottom, my total cost stands at $170k, an increase from the previous month's $160k. Adding these to my MMF units, I have reached near $188k, $12k short of my target of $200k by cost come end 2010. It now looks possible to achieve $200k target because of the remaining salary for 2010, the Annual Wage Supplement, the Variable Bonus and the dividends from my basket are coming in. Dividends should be coming in the next two months from Starhub, Starhill, CitySpring, SPH, AIMS, Saizen and GRP. LC Dev in my freezer basket is also giving dividends. Basically, the dividends are sufficient to feed me for my remaining 2 months (I supposed), and my active income savings from my full time job will be able to push me to achieve my goal.

I think I might be cutting loss for some, and taking profits for others, around Dec to Jan and rebalance my portfolio somehow. Will have to find some time to do some basic calculations :)


With some free time when my students finish their A levels exams, I will be getting a cupboard from Ikea to store my tuition stuff, and a new and more powerful computer to help me do my stuff. Hopefully my meagre tuition income after most of my students graduated will be sufficient to fund this. Expected amount: $2.5k.

All in all, 2010 networth goal looks set to be achieved... just barely though :)
2 months to go!






Trading Basket -- Hoping to sell off

I want to sell these off when I can, or cut loss when I can take the loss :(
Portfolio cost: $28.6k
Portfolio value: $21.5k
Loss of around $7.1k

(red = freezer stocks to remind myself of my mistakes)

30 lots of Hor Kew at 0.125

20 lots of LC Dev at 0.21

2 lots of Cosco at 2.67 ===> After seeing how Berlian Laju behaves, I'm starting to like this stock, and might move it to part of my core holdings eventually. I will need some more time to read up more here.

160 lots of Berlian Laju at 0.065

20 lots of China Sky at 0.245

I might be re-looking Cosco, Hor Kew and LC Dev to decide if I want to keep it in my main portfolio.