Buy / Sell Actions:
- Nil
Dividend / Profit Taking / Cut Loss:
- Nil
- YTD dividend received: $1,953
Current Portfolio Capital Gain / Loss:
- Red @ -7%
Watch list:
- CDG, Wilmar, Nanofilm, City Dev
Not action in July-24.
The local bank rally has improve my portfolio by 4%. I have no plan to do anything but to let it run on it own.
The results for MLT and MINT are out, MLT result a bit disappointing, but it was balance out by MINT. Dividend announced by both REITs are also in line with my expectation.
Meanwhile I am waiting for the results of the remaining counters in my portfolio, most probably I will add in non-index counter like CDG and Nanofilm as I feel I already have enough exposure to the STI index component. Let's see if there will be opportunity to accumulate some non-index counters in Aug-24.
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