Portfolio Summary for March 2021

As of 31 March 2021

CDP

Security	# shares	Price S$	%
DBS	700	28.79	7.69
OCBC Bank	1,500	11.75	6.72
SGX	1,200	9.97	4.56
SATS	3,900	4.35	6.47
ST Engineering	4,100	3.89	6.08
CapitaLand	5,400	3.76	7.74
Singtel	6,100	2.44	5.68
Powermatic Data	5,000	2.57	4.90
Micro-Mechanics	1,300	3.19	1.58
ComfortDelGro	7,900	1.71	5.15
Sheng Siong	6,400	1.54	3.76
Genting Singapore	11,700	0.92	4.11
TheHourGlass	15,400	0.945	5.55
HRnetGroup	21,900	0.67	5.60
China Sunsine	31,000	0.525	6.21
HC Surgical	35,500	0.435	5.89
Nam Lee Metal	28,200	0.325	3.50
Silverlake Axis	60,800	0.245	5.68
Kimly	27,000	0.305	3.14

Portfolio Value = $262,210

Trade Actions
- Bought 20,800 shares of Silverlake Axis.

SRS

Security	# shares	Price S$	%
OCBC Bank	900	11.75	15.91
SGX	1,300	9.97	19.50
SATS	2,200	4.35	14.40
ST Engineering	1,700	3.89	9.95
Singtel	2,000	2.44	7.34
Sheng Siong	8,700	1.54	20.15
HC Surgical	19,500	0.435	12.76

Portfolio Value = $66,480

Trade Actions
- None

Commentary:

This will be a short entry, because I did not do much trading. I only bought additional shares of Silverlake Axis for my CDP portfolio as the price floated down. Most of the time, I am just monitoring the stocks while sitting pat on my idle cash. The market seemed to have priced in a rosier future six months down the road. No doubt the multi-ministry COVID-19 Task Force's decision to ease workplace restrictions and the ongoing vaccination regime around the developed world is giving hope to investors that the worst is behind us. However, I choose to remain cautious and disciplined - only pull the trigger when the stock price is within my target range.

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