Sell @ $2.16. Contra off as due today. Free up more cash. 😀
SingPost @ $0.95
RafflesMed @ $2.12
ComfortDelgro @ $1.455
SingPost @ $0.935
Portfolio – Q411
My portfolio (at cost) of S'pore stks for Q411 close,
The STI closed at 2646.35, -17.04% from end 2010. Using cost as a reference, my portfolio stats (vs 2010),
- Size : +77.70%
- Net Portfolio Performance At End-2010 Mkt Value : -14.64% (Unrealised) + 3.75% (Realised) + 5.08% (Div) = -5.81%
- Further Breakdown of Realised Gains : 2.51% (Stocks Bought before 2011) + 1.24% (Stocks Bought in 2011)
So, -5.81% vs -17.04% (STI), better than STI, but not much of a consolation as still quite a big drop in valuation.
Changes in portfolio (vs Q311),
- New Additions : —
- Increases : STEng, CitySpring, SingPost
- Decreases : StarHub, ComfortDelgro
- No Change : KGT, FrasersComm, Cambridge, AIMSAMPIREIT, FSL, SBSTransit, Rickmers, HLFin, Sabana, MIIF, RafflesMed, SPH
- No More : SPAusNet, SATS
STEng @ $2.71
Merry Christmas!
STEng @ $2.665
StarHub @ $2.86
Sell @ $2.86. Sold my recent ones as running low on free cash. Sudden buy-up as they were ~400 lots in sell Q and an analysis of the transaction detail shows a lot of small lots transaction all done at the same time (I think soneone is trying to disguise a huge transaction). Buyer CP '84' – UBS. 😀

