There's some volatility this month mainly due to Greek default scare, China stock market sell off and Fed decision to raise interest rate. Actually these are not something new and the news of that coming back to haunt the investors had caused the market to sell down bit. We also see a 179 years old gunmaker colt-defense filing for bankruptcy. Very sad to see such old company going off :(
This month I added M1 into my portfolio.
My first telecom stock and the smallest among the 3 of them ie SingTel, StarHub and M1. PE and PB wasn't fantastic as expected because telco stocks don't usually have that because of the cost of their infrastructure, networks, etc. Actually there's quite alot in my buying list but decided to add this because it has dropped quite a lot from its peak and look quite stablised at this moment. It is a stable telco stock which is consistently paying out dividend. Just glad to add this orange into my portfolio :)
STI vs my portfolio
My portfolio managed to stay afloat and beat STI this month :) Thanks to the dividends received. Let's hope it will stay like this for subsequent months.
Period | STI | My Portfolio (Realised) | Verdict |
Jan 2015 | 2.71% | 3.21% | I win |
Feb 2015 | 2.41% | 2.16% | I lose |
Mar 2015 | 3.31% | 0.62% | I lose |
Apr 2015 | 6.02% | 4.18% | I lose |
May 2015 | 3.31% | 3.84% | I win |
Jun 2015 | 0.90% | 1.14% | I win |
Dividend
This month dividends start to dwindle abit after the bountiful harvest last month.
Checkout my Dividend history
Dividend Stock Tracker
I keep track of good SGX dividend stocks such as 10 years consistent SGX dividend stocks, REITs, Business Trusts, etc with real time information update. Checkout the link below:
Checkout my Dividend Tracker
can u show the counters that you are holding?
ReplyDeleteI think readers are more interested in that as compared to your % movements
you can check it out here http://mycreativeinvest.blogspot.sg/p/my-portfolio.html
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