Commentary
This is a bad month for Singapore Equities. STI has retreated to below 2,800. Singapore is going through a crisis at the moment and a lot more headwind is expected to come.
Positions Added/Reduced
Added positions in SIA and Keppel DC REIT.
Cash is ~5 % of my portfolio.
Counter (Singapore)
1. RafflesMG
2. CDL HTrust
3. Capitaland
4. City Dev
5. Far East HTrust
6. CapitalR China Tr
7. Capitaland Commercial Trust
8. Keppel Corp
9. DBS
10. OCBC
11. UOB
12. AIMS AMP REIT
13. Manulife REIT USD
Counter (Singapore)
1. RafflesMG
2. CDL HTrust
3. Capitaland
4. City Dev
5. Far East HTrust
6. CapitalR China Tr
7. Capitaland Commercial Trust
8. Keppel Corp
9. DBS
10. OCBC
11. UOB
12. AIMS AMP REIT
13. Manulife REIT USD
14. SIA
15. Keppel DC REIT
Counter (USA)
1. VNGRD ENERGY
Realised Gains (Since 2009)
SGX Counters - S$135,234.93
US Counters - US$1,479.71
Dividends (Since 2009)
S$56,087.05
Dividends (2016)
S$13,384.38
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