Posts

Posted on

SPH @ $3.92

Sell @ $3.92. Decided to take profit, with STI @ 3142 (-10) and having recovered quite a bit from 1-2 weeks back. FY end is end-Aug, still some time away, I hope enough time for me to buy back on dips. Buyer CP '83' – CitiGroup.  ðŸ˜€

Posted on

Q211 – Close

My portfolio (at cost) of S'pore stks for Q211 close,

Portfolio-Q211

 
The STI closed at 3125.44, -2.18% from end 2010. Using cost as a reference, my portfolio stats (vs 2010),
  • Size : +66.95%
  • Net Portfolio Performance At End-2010 Mkt Value : -2.81% (Unrealised) + 1.87% (Realised) + 2.48% (Div) = +1.53%

So, +1.53% vs -2.18% (STI), slightly better than STI.

Changes in portfolio (vs Q111),

  • New Additions : MIIF, RafflesMed, MCT
  • Increases : HLFin, Sabana, KGT, STEng, Cambridge, SPH 
  • Decreases : SPAusNet 
  • No Change : StarHub, FrasersComm, AIMSAMPIREIT, CitySpring, FSL, SBSTransit, Rickmers, SingPost
  • No More : StarHill Gbl, SATS, SingTel, CLT
Posted on

STEng @ $2.96

Sell @ $2.96. Decided to contra off as overdue for payment. Looks like some serious buying is on-going with high volume and +8ct now with STI +22 @ 3073. Buyer CP '08' – CS. 😀

Posted on

Starhill Global @ $0.645

Sell @ $0.645. Decided to sell off the balance of my holdings as I'm out of free cash. Someone's buying (maybe got insider info), +2ct (+3.2%) with STI +2.51 (+0.08%) @ 3030.79. 😀

Posted on

RafflesMG @ $2.24

Buy @ $2.24. Add to my small collection at a higher price. Been waiting for it to drop but had been strong and very illiquid. For my earlier lots, I decided to opt for the DRP (for dividends) as it was offered at a good discount (8% @ $2.09). 😀

Posted on

CLT @ $0.95

Sell @ $0.95. No more left. Sold at a loss, but got some profit after collecting 3 dividend payout. Was checking my blog and realised I bought it in Sep-10 as a short term trade! Buyers seem to be accumulating. Buyer CP '31' – DMG, '71' – Nomura and '70' – CLSA. 😀

Posted on

MIIF @ $0.57

Buy @ $0.57. My last buy as I have run out of free cash. Will need to sell something if I plan to buy anything. Seller CP '73' – Macquarie. 😀

Posted on

SATS @ $2.67

Sell @ $2.67. Decided to sell all as I'm out of cash. Someone was collecting from yesterday and moved the price up even as STI was down. Perhaps it's the high dividend (6ct + 6ct Special) or some foreign funds trying to push up an illiquid stock but xd is still far away (2-Aug). Buyer CP '26' – BNP and '84' – UBS. 😀