My portfolio (at cost) of S'pore stks for Q410 close,
The STI closed at 3190.04, +10.09% from end 2009. Using cost as a reference, my portfolio stats (vs 2009),
- Size : +9.52%
- Net Portfolio Performance At End-2009 Mkt Value (Excludes Thomson Profits) : 6.51% (Profits) + 6.05% (Div) = 12.57%
So, +12.57% vs +10.09% (STI), quite a good performance after the poor performance in 2009. I have not included the profits from Thomson Medical (General Offer from Peter Lim, which is not a repeatable event) as this would have skewed the results to >50%.
Changes in portfolio (vs Q310),
- New Additions : Sabana
- Increases : KGT, AIMSAMPIREIT, Cambridge, StarHub
- Decreases : SPAusNet
- No Change : CLT, HLFin CitySpring, ComfortDelgro, SBSTransit, FrasersComm, GTC, Rickmers, MacCookPSF, SingPost, Thomson, FSL, StarHill Gbl, SPH
- No More : Thomson Medical