Monday 4 July 2016

小胖's Portfolio Updates (Jun'16)


Share Name
No. of Shares
CapitaCommercial Trust
4000
Keppel REIT
5000
Hyflux 6% Perp. Securities
4000
HPH Trust
5000
Perennial n4.65% 181023
2000
Figtree
10000
AIMSAMP Capital REIT
1300
SPH
400
Starhill Global REIT
1000
SoilBuild Business REIT
1200
Lippo Malls Trust
2000
Global Logistics Trust
400
KingsmenCreative
300

During the month of June, 小胖 busted his set-aside expenses due to a few unwelcomed expenses. Foreseeing the 1-2% increment in July, 小胖 has to plan out his expenses more prudently to save/ invest for the future. 

In the month of June, 小胖 also made a few transactions in his SCB trading account, where the main gist was to reduce the number of small lots that he had previously, and increase the number of current holdings so that the brokerage fees of $10++ is more worthy starting Aug'16. 

Reductions:
1. Sold off 200 shares of CCT @ gain of $14 (the rest of the 4000 shares are in his poems trading account and still his largest holding till date). 
2. Sold off 100 shares of M1 @ loss of $5.70 (including dividends) to reduce the exposure of this stock as he do not see M1 as a long term stock to average up/ down.
3. Sold off 100 shares of STI ETF @ gain of $4.10 (including dividends) as he does not see a reason in the near future to do Dollar Cost Averaging (DCA). 

Additions
1. Added 100 shares of AA REIT to increase his holdings for this stock. 小胖 fell in love with this stock with the consistent amount of dividends that it had distributed over the past three years. 
2. Added 200 shares of SB REIT to take advantage of the low prices in recent weeks due to the depressed prices after Technics Offshore Engineering and Technics Oil & Gas failed to pay their rental. 小胖 believes that this REIT still has the potential to provide steady dividends over the long run.
3. Added 200 shares of GLP to increase his exposure to this stock. The main reason was due to the undervalued share price currently and the amount of share buybacks that the company has been performing in recent weeks to boost market confidence and actions. 
4. Bought 300 shares of KMC to expose his portfolio to another sector after being heavy on properties. 小胖 always had a love for companies with high cash hoard and little debt. 小胖 hope to increase his holdings should prices continue to hover around this price, before Aug'16 of course... 


Lastly, post-brexit, 小胖 was shocked surprised that most global markets were not affected by the news and continued rising for the past few trading days. However, he hopes that he will be able to take conservative baby steps, unaffected by news noises, towards his goal of achieving financial freedom by 45!

Till then! 

3 comments:

  1. Which year were you born in?

    ReplyDelete
  2. Financially Free is viable. I think you are moving in the right direction.

    ReplyDelete
    Replies
    1. Thanks Cory! Thanks for visiting! I love reading your blog too!

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