CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 440 | 56.90 | 3.73 |
| UOB | 400 | 36.65 | 2.18 |
| OCBC Bank | 700 | 21.97 | 2.29 |
| SGX | 3,200 | 19.52 | 9.30 |
| ST Engineering | 6,900 | 10.81 | 11.11 |
| Powermatic Data | 13,800 | 3.16 | 6.49 |
| Sheng Siong | 19,100 | 2.82 | 8.02 |
| TheHourGlass | 19,600 | 2.29 | 6.68 |
| VICOM Ltd | 21,500 | 1.78 | 5.70 |
| Micro-Mechanics | 18,400 | 2.29 | 6.27 |
| UMS | 31,200 | 1.54 | 7.16 |
| Credit Bureau Asia | 34,200 | 1.24 | 6.32 |
| Riverstone | 40,500 | 0.685 | 4.13 |
| Info-Tech | 41,400 | 0.99 | 6.10 |
| China Sunsine | 41,800 | 0.63 | 3.92 |
| HRnetGroup | 21,900 | 0.745 | 2.43 |
| Nanofilm | 36,100 | 0.58 | 3.12 |
| Kimly | 27,000 | 0.385 | 1.55 |
| HC Surgical | 35,500 | 0.37 | 1.96 |
| Audience Analytics | 38,900 | 0.265 | 1.54 |
YTD Dividends Received = S$1,494
YTD SBL Fees Received = S$100
Trades
- Bought 4,100 shares of Credit Bureau Asia.
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| TheHourGlass | 5,000 | 2.29 | 7.73 |
| Micro-Mechanics | 5,400 | 2.29 | 8.35 |
| NetLink NBN Trust | 108,000 | 0.965 | 70.38 |
| HRnetGroup | 7,500 | 0.745 | 3.77 |
| Nanofilm | 12,500 | 0.58 | 4.90 |
| HC Surgical | 19,500 | 0.37 | 4.87 |
Trades
None
Singapore Savings Bonds
| Security | Amount | Coupon Now |
|---|---|---|
| GX22120S | S$14,000 | 3.58% |
| GX23010Z | S$15,000 | 3.25% |
| GX23110V | S$20,000 | 3.21% |
| GX23120Z | S$20,000 | 3.30% |
| GX24060A | S$20,000 | 3.26% |
| GX24070S | S$20,000 | 3.26% |
| GX24080W | S$20,000 | 3.19% |
YTD Coupons Received = S$866
Speculative Play
| Security | # shares | Price US$ |
|---|---|---|
| KORE US REIT | 70,000 | 0.177 |
YTD Dividends Received = S$223
Trades
None
Commentary:
We are three months into the year.
This is also the time when I get a bunch of letters in the mailbox to go for Annual General Meetings (AGM). So far, I have not attended a single one. The main reason is because my hectic work routine does not allow me leeway to do so, and my limited leave days are too precious to be spending three hours on shareholder resolutions that I can hardly influence. That said, I hope I will have the opportunity to attend AGMs when I retire. (I hear some AGMs provide good refreshments.)
After rocking the world with unilateral trade tarriffs, U.S. President Donald Trump dropped another bombshell - literally and figuratively - by declaring war on Iran. The given reason was to force Iran to come to the negotiating table regarding their nuclear arms arsenal, but I suspect there is some other hidden agenda. Now, the Iranian leadership is not going to crumble easily without a fight. Missiles and drones have been sent to attack specific facilities in neighbouring countries, throwing the entire Middle East region into chaos. With Iran controlling the Straits of Hormuz and impacting 20 to 25 percent of the seaborne oil trade, many countries, particularly those in Southeast Asia are forced to take measures to limit oil consumption. The price of "black gold" is likely to stay above 100 USD per barrel in the foreseeable furture. With it, the cost of transporting goods and hence, inflation will rise. The war will only exacerbate the damage initiated by Trump tarriffs.
The indices have plunged below where they started the year. The S&P 500 Index is now down 4.63 percent YTD. The MSCI World Index is down 3.88 percent YTD. An exception is our local Straits Time Index, up 5.15 percent YTD. But the gain is mainly concentrated in the large cap stocks. When we look at the iEdge Singapore Next 50 Index, it is down 0.88 percent YTD.
I took a bite on Credit Bureau Asia for my CDP portfolio. I was hoping to accumulate more shares. Sadly, the low liquidity means I cannot do it without driving up the price. Will continue to monitor and act when there is a chance.
In the office, my workload is starting to pile up. When your role description is more qualitative than quantitative, it is tough to know the edge of the goal post. It feels like fighting fire everyday without knowing when the blaze will end. Nonetheless, I love the feeling of being useful and valued for my contributions made. I hope it will translate to tangible reward down the road.
My younger boy participated in the recent FIRST LEGO League (FLL) Singapore (robotics competition). His team came in second place overall. After the disappointment from the World Robot Olympiad finals last year, the FLL win is a boost to his confidence. His hard work had finally paid off. When the Direct School Admission (DSA) programme opens for application in May, we hope to use Robotics as a domain to apply. For now, we are scrutinizing him as he brushes up his Chinese Langauge competency through assessment book practices.
That's all, folks. Take care!
This is also the time when I get a bunch of letters in the mailbox to go for Annual General Meetings (AGM). So far, I have not attended a single one. The main reason is because my hectic work routine does not allow me leeway to do so, and my limited leave days are too precious to be spending three hours on shareholder resolutions that I can hardly influence. That said, I hope I will have the opportunity to attend AGMs when I retire. (I hear some AGMs provide good refreshments.)
After rocking the world with unilateral trade tarriffs, U.S. President Donald Trump dropped another bombshell - literally and figuratively - by declaring war on Iran. The given reason was to force Iran to come to the negotiating table regarding their nuclear arms arsenal, but I suspect there is some other hidden agenda. Now, the Iranian leadership is not going to crumble easily without a fight. Missiles and drones have been sent to attack specific facilities in neighbouring countries, throwing the entire Middle East region into chaos. With Iran controlling the Straits of Hormuz and impacting 20 to 25 percent of the seaborne oil trade, many countries, particularly those in Southeast Asia are forced to take measures to limit oil consumption. The price of "black gold" is likely to stay above 100 USD per barrel in the foreseeable furture. With it, the cost of transporting goods and hence, inflation will rise. The war will only exacerbate the damage initiated by Trump tarriffs.
The indices have plunged below where they started the year. The S&P 500 Index is now down 4.63 percent YTD. The MSCI World Index is down 3.88 percent YTD. An exception is our local Straits Time Index, up 5.15 percent YTD. But the gain is mainly concentrated in the large cap stocks. When we look at the iEdge Singapore Next 50 Index, it is down 0.88 percent YTD.
I took a bite on Credit Bureau Asia for my CDP portfolio. I was hoping to accumulate more shares. Sadly, the low liquidity means I cannot do it without driving up the price. Will continue to monitor and act when there is a chance.
In the office, my workload is starting to pile up. When your role description is more qualitative than quantitative, it is tough to know the edge of the goal post. It feels like fighting fire everyday without knowing when the blaze will end. Nonetheless, I love the feeling of being useful and valued for my contributions made. I hope it will translate to tangible reward down the road.
My younger boy participated in the recent FIRST LEGO League (FLL) Singapore (robotics competition). His team came in second place overall. After the disappointment from the World Robot Olympiad finals last year, the FLL win is a boost to his confidence. His hard work had finally paid off. When the Direct School Admission (DSA) programme opens for application in May, we hope to use Robotics as a domain to apply. For now, we are scrutinizing him as he brushes up his Chinese Langauge competency through assessment book practices.
That's all, folks. Take care!
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