Portfolio Update - 02 Jun 2018

Commentary

The positions in oil exposed counters are doing well. I would continue to add my positions for these counters. 

Positions Added/Reduced

I added positions in AIMSAMP, capitaland, ascott reit, TSM, Royal Dutch, VDE, Exxon Mobil, Schlumberger

I reduced my positions for Raffles Medical 

Cash is 14 % of my portfolio. 

Counter (Singapore) 
1. Raffles Medical
2. CDL HTrust 
3. Capitaland 
4. Capitaland Commercial Trust

5. Manulife REIT USD

6. Ascott REIT

7. Ascendas REIT

8. AIMSAMP CAP REIT

Counter (USA)
1. VNGRD ENERGY 
2. Transocean

3. Schlumberger

4. Qualcomm

5. Royal Dutch

6. Exxon Mobil
7. TSM

Realised Gains (Since 2009) 
SGX Counters - S$162,457.26 + US$240.35
USD Counters - US$654.77

Dividends (Since 2009) 
S$69,636.27

Dividends (2018)

S$5147.00