No. | Counters | No. of Lots | Market Price (SGD) | Total Value (SGD) based on market price | Allocation % |
1. | FraserCenter Point Trust | 30 | 1.73 | 51,900.00 | 21.0% |
2. | Vicom | 6 | 5.82 | 34,920.00 | 14.0% |
3. | SembCorp Ind | 5 | 5.26 | 26,300.00 | 11.0% |
4. | SPH | 5 | 4.10 | 20,500.00 | 8.0% |
5. | Ascott Reit | 15 | 1.18 | 17,700.00 | 7.0% |
6. | FraserCommercial Trust | 14 | 1.25 | 17,500.00 | 7.0% |
7. | Neratel | 20 | 0.73 | 14,600.00 | 6.0% |
8. | First Reit | 13 | 1.075 | 13,975.00 | 6.0% |
9. | ST Engineering | 3 | 3.76 | 11,280.00 | 5.0% |
10. | Mapletree Greater China Commercial Trust | 10 | 0.85 | 8,500.00 | 3.0% |
11. | China Merchant Pacific | 8 | 0.96 | 7,680.00 | 3.0% |
12. | Plife Reit | 3 | 2.33 | 6,990.00 | 3.0% |
13. | Second Chance | 13 | 0.465 | 6,045.00 | 2.0% |
14. | Ascendas Hosp. Trust | 7 | 0.73 | 5,110.00 | 2.0% |
15. | Mapletree Logistic Trust | 1 | 1.025 | 1,025.00 | 1.0% |
Total SGD | 244,025.00 | 100.00% |
I think I'm pretty much done with my Mar transactions hence the earlier post than usual.
For Mar, I have once again further accumulated Sembcorp Industries at the price of $5.25 after the stock bounced off from its resistance high of $5.50 earlier. It is the second consecutive month of accumulation of the same stock and you can see why I am bullish about the stock. The EDGE in this week edition also features Sembcorp and you can pick the news up in the newspaper. If you don't have the newspaper, you can refer to my previously posted content which features similar content it was talking about. With the addition, Sembcorp has now become my top 3 holdings just below FCT and Vicom.
In the same month, I have also divested off partially my holdings in SPH after it hits a high of $4.18. Looking back at today price, the selling looks a good deal as the stock has went up higher in the past few weeks. I'm still awaiting to see further updates from SPH to see if this is indeed a good long term hold.
My portfolio is now just somewhat $6k short of my biggest first cap milestone of $250k which I will be posting when is due. I hope I can reach them by the next 2 months as Apr and May tends to be the most fruitful months among all season, with bonuses and dividends coming in from both sides.
What about you? Any stocks you find interesting lately? Let's share...
