Tuesday, September 30, 2025

SGX Portfolio Updates Sep-2025

Acquisitions:

-Bought Wilmar and Sembcorp Ind. as price dip

- Bought OCBC by proceed from selling of Netlink

Dividend / Profit Taking / Cut Loss:

- Received dividend CDL, Nanofilm, MINT, MLT, MPACT and Venture

- Sold Netlink at 52 weeks high, making a small gain

Current Portfolio Capital Gain / Loss:

- Red @ -3%

Watch list:

- OCBC, Sembcorp Ind., MPACT, CDG

Received dividends from the rest of the counter, total dividend till date is $4,690.

Sold Netlink at 52 week high, finally manage to offload this counter with a small gain.

I have then rotated the fund to OCBC.

The total portfolio is $97k now, most likely will exceed $100k by end of the year.

Looking forward to the SREITs 4Q results and finally dividend from the Mapletree trio.

No comments:

Post a Comment