NikkoAM-STC Asia REIT - Back to red position. RSP started this month. Will sell this once RSP value is more than my holding in CDP
SIA - Up to 4.9x level, kinda surprise cause I see no reason for this counter to move up
OCBC - Up to 10.9x level, still red position, dividend $0.159, hope it can turn green next month
CapitaLand - Maintained at 3.1x level, declared full year loss but still giving out dividend $0.09
Genting Singapore - Hold steadily at 0.8x, announced dividend $0.01
ComfortDelGro - Up back to 1.6x, following SIA and GS
Singtel - Maintained at 2.3x, still red, will hold for now
NetLink NBN - Drop to 0.94, fundamental no change, will keep for long term dividend
HSTech ETF - Around 11% on paper gain so far, very volatile
UOB - Green position, announced dividend $0.39
Top Glove - Added some around $1.78, waiting for result announcement and news on HK listing
CityDev - Full year loss due to write-off of China investment, announced dividend of $0.12
Currently my portfolio is sitting at red -5%.
This month is result month, many companies have release their full year result and declare dividend payout. Most of the dividends are lower compared to last year, which was expected due to the pandemic.
On the other hand, I continue to contribute to SRS and putting them in StashAway, the performance is so far so good, with 1-2% gain.
With the start of vaccination in Singapore, I hope the market will continue to recover and we will back to our normal life style.
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