Portfolio Summary for September 2021

As of 30 September 2021

CDP

Security	# shares	Price S$	%
DBS	700	30.32	7.60
OCBC Bank	1,500	11.50	6.17
SGX	1,200	9.98	4.29
SATS	3,900	4.16	5.81
ST Engineering	4,100	3.81	5.59
CapitaLand Invest	5,400	3.40	6.57
Singtel	6,100	2.46	5.37
Powermatic Data	5,000	2.90	5.19
Micro-Mechanics	1,300	3.21	1.49
ComfortDelGro	7,900	1.51	4.27
Sheng Siong	13,000	1.48	6.89
Genting Singapore	11,700	0.72	3.01
TheHourGlass	15,400	1.56	8.60
HRnetGroup	21,900	0.77	6.03
China Sunsine	31,000	0.495	5.49
HC Surgical	35,500	0.55	6.99
Silverlake Axis	60,800	0.295	6.42
Kimly	27,000	0.375	3.62
CL Int Com Trust	835	2.03	0.61

Portfolio Value = $279,440

Trade Actions
- Bought 3,400 shares of Sheng Siong Group.

SRS

Security	# shares	Price S$	%
OCBC Bank	900	11.50	14.03
SGX	1,300	9.98	17.59
SATS	2,200	4.16	12.41
ST Engineering	1,700	3.81	8.78
Singtel	2,000	2.46	6.67
Sheng Siong	8,700	1.48	17.46
HC Surgical	19,500	0.55	14.54
Silverlake Axis	21,300	0.295	8.52

Portfolio Value = $73,758

Trade Actions
- None

Commentary:

Will keep it short. I did only one trade, adding my position in Sheng Siong Group as the price floated lower. September also witnessed the birth of CapitaLand Investment Management, which was rated a 'Buy' by several brokerages, leading to its price shooting higher over the past week. SATS also received a positive boost, as the United States laid out its plan to relax border restrictions for vaccinated travellers [news].

Heading into October, I see little stimulus for stock prices to continue its climb. I'm keeping hope that we are due for a price correction soon, so that suitable buying opportunities will appear. We shall see.

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