Commentary
Nov and Dec 17 are active months for myself. I have added several positions listed in the US.
Positions Added/Reduced
I have added positions for VDE, Qualcomm, Exxon Mobil Dutch Shell, Taiwan Semiconductor Manufacturing, Ascendas REIT, AIMS AMP CAP REIT, and Capitaland. I increasing my exposure in oil and gas sector and semiconductors space.
I have reduced my positions in Capitaland Comm Trust. Yield at 4.2% seems low due to the run up in prices.
Cash is 10 % of my portfolio.
Counter (Singapore)
1. RafflesMG
2. CDL HTrust
3. Capitaland
4. Capitaland Commercial Trust
6. Manulife REIT USD
7. Ascott REIT
8. Ascendas REIT
9. AIMSAMP CAP REIT
Counter (USA)
1. VNGRD ENERGY
2. Transocean
1. VNGRD ENERGY
2. Transocean
3. Schlumberger
4. TSM
5. Qualcomm
6. Royal Dutch
7. Exxon Mobil
Realised Gains (Since 2009)
SGX Counters - S$148,511.01 + US$240.35
US Counters - US$623.75
Dividends (Since 2009)
S$64,030.07
Realised Gains (Since 2009)
SGX Counters - S$148,511.01 + US$240.35
US Counters - US$623.75
Dividends (Since 2009)
S$64,030.07
Dividends (2017)
S$7,518.87
