Commentary
Feb 17 has been a quiet month for me. I am not so active in this month due to my commitments with my family.
Positions Added/Reduced
Added positions in Transocean (NYSE : RIG).
Sold my positions in Keppel Corp.
Keppel Corp was a mistake for me and I was lucky to made some money in this trade due to the market momentum driving the share price up.
Transocean is a deep value play.
Cash is 28 % of my portfolio.
Counter (Singapore)
1. RafflesMG
2. CDL HTrust
3. Capitaland
4. City Dev
5. CapitalR China Tr
6. Capitaland Commercial Trust
7. SIA
Counter (Singapore)
1. RafflesMG
2. CDL HTrust
3. Capitaland
4. City Dev
5. CapitalR China Tr
6. Capitaland Commercial Trust
7. SIA
Counter (USA)
1. VNGRD ENERGY
2. Transocean
Realised Gains (Since 2009)
SGX Counters - S$140,744.33 + US$240.35
US Counters - US$1,479.71
Dividends (Since 2009)
S$58,519.76
Dividends (2017)
S$2008.56
