Saturday, August 29, 2020

SGX Portfolio Update Aug-2020

$ Union Gas - Sold at 0.36, after that rose to 0.41, anyway not planning to invest in any small cap at this point of time

Hyflux - To recognise full loss by end of this year

NikkoAM-STC Asia REIT - Maintained at 1.10 level, received distribution this month

SIA - Currently at 3.60 level, with travel restriction still in place, not seeing any sign of recovery

OCBC - Up to 8.70 level, recovering slowly, scrip dividend in Oct-2020

CapitaLand - Still at 2.7x level, received dividend this month, keep for long term

Genting Singapore - Now 0.71, some bad news coming from Genting HK and Genting Malaysia

Frasers L&T - Maintained at 1.35, one and only counter in green position now

DBS Bank - Up to 20.xx level, still a safe haven for investor

ComfortDelGro - Up to 1.5x, road to recovery or pump and dump?

Singtel - Drop to 2.30, received dividend payout

Watchlist - Netlink Trust, to generate passive income thru dividend

The only action this month is selling Union Gas, still building up my war chest. Current portfolio sitting at red -18%. Have some dividend in hand to reinvest but the amount is too small, so will keep until extra funding is available.

The monthly expense is identified this month, luckily I still have some left after paying all my loans and credit cards. Hopefully my job is still secure so that I can keep the ball rolling.

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