Dec 2018 Portfolio

As market continues to go downhill which I find it quite odd during this time of the year because we always had our year end rally in Dec. Well, it seems like this year its different. The stock market made its worst performance since 2009 almost a decade ago. From my record, we are going back to near the bottom of 2016. This make some of the blue chips attractive with higher dividend yield. I also find my buying activities increase for the past few months. This month, its a buy for me as I add in more Singtel and Keppel Corp :)

Period	STI	My Portfolio (Realised)	Verdict
Jan 2018	-3.78%	11.26%	I win
Feb 2018	-7.80%	7.23%	I win
Mar 2018	-9.31%	5.98%	I win
Apr 2018	-7.68%	7.23%	I win
May 2018	-9.88%	5.42%	I win
Jun 2018	-14.61%	1.04%	I win
Jul 2018	-12.62%	2.32%	I win
Aug 2018	-15.30%	0.91%	I win
Sep 2018	-0.63%	3.83%	I win
Oct 2018	-4.82%	0.89%	I win
Nov 2018	-2.82%	-1.23%	I win
Dec 2018	-6.11%	-4.43%	I win

Total 25 stocks in portfolio



This month got some dividends from quite a few companies.



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

Jul 2016 Portfolio

Jul is a quiet month in terms of dividend payouts. Nevertheless, I was anxious to add more Keppel Corps into my portfolio and after seeing it fly off a few times, I was so afraid that I would miss the boat of getting it at $5+. Finally managed to add a bit more of it. I was so scared of feeling regret of not getting more of it. This blue chip would be nice to accumulate and let me reap its benefits in the longer term.

STI vs my portfolio

My portfolio is still hovering in the negative region :( but good news is that I beat STI at least a consolation prize :)

Period	STI	My Portfolio (Realised)	Verdict
Jan 2016	-20.78%	-15.15%	I win
Feb 2016	-18.98%	-12.11%	I win
Mar 2016	-13%	-8.28%	I win
Apr 2016	-13.55%	-6.50%	I win
May 2016	-14.46%	-6.27%	I win
Jun 2016	-12.95%	-5.18%	I win
Aug 2016	-13.25%	-4.07%	I win

Total 22 stocks in portfolio



This month I received dividends from UMS only.



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

Apr 2015 Portfolio

Market kinda strange and manipulated, me thinks. The US job report came in worst since 2013 before Good Friday and US futures fall sharply. However, on Monday, STI reacted positively to the news because Fed will not be raising interest rate so fast because of poor job data. Huh? Well, nevermind, we still go by our business and its good for us. This is also a reminder that we may still be in the bull market because if it was the bear market, the slightest bad news will cause the market to fall by a big margin. That's the difference.

Finally had a feel of a bull run after all these months of bear. There's a small caps play going on and the O&G stocks are recovering. Nice :)

This month I added CSE Global into my portfolio.
It was established in 1985, was once part of the engineering projects division of Chartered Electronics Industries, the electronics arm of Singapore Technologies Engineering. Its quite a good value buy now with consistent high dividend. It used to be trading around $0.70+ range and much higher but have fallen to $0.50+ range. PE is 8 and it has a low debt.

Also added another blue chip Keppel Corp :)
I have been watching this counter for a long time. Its low PE 8 and good dividend of 5% makes it a good buy. I didnt buy when it was $8+ because it was a downtrend (didnt want to catch the falling knife) but looks like its come up and just ripe for picking.

Also added more Sembcorp Ind :)
STI vs my portfolio

This month, there was a bull run and my portfolio went up by a bit. However, there's lots of companies XD this month such as Sembcorp Ind, ST Eng, etc so my portfolio went down by abit. Overall, still lose out to STI which ran up pretty good. Maybe better luck next month :)

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

Total 14 stocks in portfolio

Dividend
This month I got my biggest dividend scrip from Global Inv
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