Wednesday, June 30, 2021

Portfolio Summary for June 2021

As of 30 June 2021

CDP

Security# sharesPrice S$%
DBS70029.817.64
OCBC Bank1,50011.956.56
SGX1,20011.184.91
SATS3,9003.935.61
ST Engineering4,1003.875.81
CapitaLand5,4003.717.33
Singtel6,1002.295.11
Powermatic Data5,0003.205.85
Micro-Mechanics1,3003.121.48
ComfortDelGro7,9001.644.74
Sheng Siong9,6001.585.55
Genting Singapore11,7000.8353.57
TheHourGlass15,4001.588.90
HRnetGroup21,9000.695.53
China Sunsine31,0000.5155.84
HC Surgical35,5000.4956.43
Silverlake Axis60,8000.2355.23
Kimly27,0000.3953.90
Portfolio Value = $273,288

Trade Actions
- Bought 3,200 shares of Sheng Siong Group.

SRS

Security# sharesPrice S$%
OCBC Bank90011.9514.63
SGX1,30011.1819.77
SATS2,2003.9311.76
ST Engineering1,7003.878.95
Singtel2,0002.296.23
Sheng Siong8,7001.5818.70
HC Surgical19,5000.49513.13
Silverlake Axis21,3000.2356.81
Portfolio Value = $73,498

Trade Actions
- None

Commentary:
The local market has been trading in a range for the month of June. However, this is still higher than my preferred entry level, hence I did not execute many trades. I did add more Sheng Siong shares to my CDP portfolio when the price retreated from the spike last month. There is a jubilant mood among investors as the economy recovers. Many believe interest rates will remain low till next year, despite 'transient' signs of inflation.

It has been eighteen months since the COVID-19 coronavirus first struck. How things have changed. I have been working from home for more than a year. My grocery shopping is now done in the wee hours of the morning, so as to avoid crowds. And my kids are getting competent in navigating the Internet, doing Google searches, attending Zoom meetings and submitting scanned written homework online. While I miss traveling, I have used my free time to pick up Bahasa Melayu and watch video documentaries.

How has life changed for you?




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