test4

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...

4 comments:

  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?


    cheers
    epilson

    ReplyDelete
  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 :)

    ReplyDelete
  3. Hi Jun Wei,

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

    Cheers!
    dream

    ReplyDelete
  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...

    ReplyDelete

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