|
No.
|
Counters
|
No. of Lots
|
Market Price (SGD)
|
Total Value (SGD) based on market
price |
Allocation %
|
|
1.
|
FraserCenter Point Trust
|
30
|
1.855
|
55,650.00
|
22.0%
|
|
2.
|
Vicom
|
6
|
5.94
|
35,640.00
|
14.0%
|
|
3.
|
SembCorp Ind
|
5
|
5.35
|
26,750.00
|
10.0%
|
|
4.
|
SPH
|
5
|
4.21
|
21,050.00
|
8.0%
|
|
5.
|
Ascott Reit
|
15
|
1.235
|
18,525.00
|
7.0%
|
|
6.
|
Mapletree Greater China Commercial
Trust |
20
|
0.87
|
17,400.00
|
7.0%
|
|
7.
|
China Merchant Pacific
|
17
|
0.95
|
16,150.00
|
6.0%
|
|
8.
|
FraserCommercial Trust
|
11
|
1.365
|
15,015.00
|
6.0%
|
|
9.
|
Neratel
|
20
|
0.75
|
15,000.00
|
6.0%
|
|
10.
|
First Reit
|
10
|
1.17
|
11,700.00
|
5.0%
|
|
11.
|
ST Engineering
|
3
|
3.90
|
11,700.00
|
5.0%
|
|
12.
|
Second Chance
|
13
|
0.46
|
5,980.00
|
2.0%
|
|
13.
|
Ascendas Hosp. Trust
|
7
|
0.75
|
5,250.00
|
2.0%
|
|
14.
|
Stamford Land
|
3
|
0.64
|
1,920.00
|
1.0%
|
|
|
Total SGD
|
|
|
257,730.00
|
100.00%
|
I sold my only single lot in Mapletree Logistics Trust (MLT) this month at a price of $1.195. Considering that I bought this at last Dec at $1, this means that I have locked in more than 20% gains including 2 rounds of dividends received. I thought that was a good gain.
I also added a new counter in Stamford Land for this month by purchasing 3 lots at $0.635. I have blogged about this in my previous post on why I think they may be a good fit to my portfolio in the long run. I guess we’ll just have to see if that’s the case.
The market has ran up pretty well in the past few weeks and I can feel sentiments on the ground for retail investors that it is getting much harder to pick out good value stocks. For me, I will try to be cautious and hopefully protect the gains in stocks I have in my current portfolio while accumulating cash behind the ground to see if there are any opportunity to enter the market. If market continues to be bullish, there will be less buying activity within the next few months as I continue to await a good opportunity entry.
What about you? How do you feel the current market sentiments affect your buying or selling activity?
With STI hovering close to 3300 pts, I would sit back, relax and collect dividends. When there is a pull back, I will load up on China Merchant Pacific and King Wan Corp.
Hi Betta man
I did some accumulation of CMP a couple months ago which I think was still a decent entry price. I have not followed much on King wan but I know analysts are positive on this counter even though they did not perform well in the last results. Any insight on this counter?
Any reason for the sale of MLT? Seems to be a good counter to be invested in…
Hi Anonymous
I think at $1.195 they are fairly valued imo and yield has compressed below 6.5% which is below my comfortable zone for industrial reits.
What about hock lian seng? This counter has been blogged by AK71. The company gives out regular dividend about 6%+ at current price of $0.265.
Renewed investor
I am certainly just playing the waiting game. No point buying when everything is so expensive. I only buy when there is a sale. Just like when I shop for clothes.
Renewed investor
Hi Renewed Investor
This is the period where we can accumulate some cash and hopefully we'll be able to cash in these opportunities real soon.
I have not really looked at Hock lian seng, maybe I'll take a look at it 🙂