Portfolio - 15 Apr 2017

Commentary

Mar and Apr 17 has been a quiet month for me. Sitting on the sideline patiently waiting. I added some positions in Foreign Currency FD. Sold my positions in City Development.

Positions Added/Reduced

Sold my positions in City Development after budget announcement. I think the market is anticipating a gradual relaxation in govt tightening of the property market. 

Cash is 32% of my portfolio. 

Counter (Singapore) 
1. RafflesMG

2. CDL HTrust 

3. Capitaland 

4. CapitalR China Tr 

5. Capitaland Commercial Trust

6. SIA

Counter (USA)
1. VNGRD ENERGY 
2. Transocean


Realised Gains (Since 2009) 
SGX Counters - S$143,779.95 + US$240.35
US Counters - US$1,479.71

Dividends (Since 2009) 
S$59,418.46

Dividends (2017)

S$2907.26