Portfolio Summary for April 2021

As of 30 April 2021

CDP

Security	# shares	Price S$	%
DBS	700	29.91	7.87
OCBC Bank	1,500	12.20	6.88
SGX	1,200	10.45	4.71
SATS	3,900	4.06	5.95
ST Engineering	4,100	3.86	5.95
CapitaLand	5,400	3.72	7.55
Singtel	6,100	2.50	5.73
Powermatic Data	5,000	2.67	5.02
Micro-Mechanics	1,300	3.33	1.63
ComfortDelGro	7,900	1.72	5.11
Sheng Siong	6,400	1.55	3.73
Genting Singapore	11,700	0.865	3.80
TheHourGlass	15,400	0.945	5.47
HRnetGroup	21,900	0.65	5.35
China Sunsine	31,000	0.565	6.58
HC Surgical	35,500	0.475	6.34
Nam Lee Metal	28,200	0.33	3.50
Silverlake Axis	60,800	0.245	5.60
Kimly	27,000	0.32	3.25

Portfolio Value = $266,090

Trade Actions
- None

SRS

Security	# shares	Price S$	%
OCBC Bank	900	12.20	16.19
SGX	1,300	10.45	20.03
SATS	2,200	4.06	13.17
ST Engineering	1,700	3.86	9.68
Singtel	2,000	2.50	7.37
Sheng Siong	8,700	1.55	19.89
HC Surgical	19,500	0.475	13.66

Portfolio Value = $67,807

Trade Actions
- None

Commentary:

The stock market swayed sideways for most of April. As none of the stocks hit my desired entry level, I did not do a single trade throughout the month. DBS reported stellar 1Q2021 results today. In fact, a fair number of stocks on my watchlist reported better YoY results. The stock market rose correspondingly to the rosier outlook.

But just when the hope of normality is increasing with the ongoing vaccination regime, there came the grim news of a COVID-19 cluster appearing in Tan Tock Seng Hospital, with many folks now under quarantine. We are certainly far from out of the woods yet. It is anybody's guess how the entire saga will end. While humanity will likely persevere and overcome this pandemic, the consequences will be significant.

The adage of "sell in May and go away" may prove to be prescient this year.

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