CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 440 | 35.79 | 4.40 |
| UOB | 400 | 31.33 | 3.50 |
| OCBC Bank | 700 | 14.43 | 2.82 |
| SGX | 3,200 | 9.48 | 8.48 |
| ST Engineering | 6,900 | 4.33 | 8.35 |
| Powermatic Data | 8,500 | 3.35 | 7.96 |
| Micro-Mechanics | 18,400 | 1.57 | 8.08 |
| TheHourGlass | 19,600 | 1.56 | 8.55 |
| Sheng Siong | 19,100 | 1.49 | 7.96 |
| VICOM Ltd | 21,500 | 1.32 | 7.94 |
| Credit Bureau Asia | 14,300 | 0.89 | 3.56 |
| Nanofilm | 36,100 | 0.745 | 7.52 |
| HRnetGroup | 21,900 | 0.70 | 4.29 |
| China Sunsine | 41,800 | 0.395 | 4.62 |
| TalkMed Group | 34,500 | 0.395 | 3.81 |
| Kimly | 27,000 | 0.32 | 2.42 |
| HC Surgical | 35,500 | 0.285 | 2.83 |
| Silverlake Axis | 37,100 | 0.28 | 2.90 |
YTD Dividends Received = S$6,728
YTD SBL Fees Received = S$101
Trades
None
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| SGX | 1,300 | 9.48 | 7.63 |
| Micro-Mechanics | 5,400 | 1.57 | 5.25 |
| TheHourGlass | 5,000 | 1.56 | 4.83 |
| Sheng Siong | 8,700 | 1.49 | 8.03 |
| VICOM Ltd | 5,500 | 1.32 | 4.50 |
| Credit Bureau Asia | 5,700 | 0.89 | 3.14 |
| Nanofilm | 12,500 | 0.745 | 5.77 |
| HRnetGroup | 7,500 | 0.70 | 3.25 |
| China Sunsine | 10,800 | 0.395 | 2.64 |
| Kimly | 5,800 | 0.32 | 1.15 |
| HC Surgical | 19,500 | 0.285 | 3.44 |
| Silverlake Axis | 6,000 | 0.28 | 1.04 |
| NetLink NBN Trust | 96,000 | 0.83 | 49.34 |
Trades
- Bought 36,000 units of NetLink NBN Trust.
Singapore Savings Bonds
| Security | Amount | Coupon Now |
|---|---|---|
| GX22120S | S$14,000 | 3.26% |
| GX23010Z | S$15,000 | 2.95% |
| GX23110V | S$20,000 | 3.21% |
| GX23120Z | S$20,000 | 3.30% |
| GX24060A | S$20,000 | 3.26% |
| GX24070S | S$20,000 | 3.26% |
Speculative Play
| Security | # shares | Price US$ |
|---|---|---|
| Kep Pacific Oak REIT | 70,000 | 0.134 |
Trades
None
Commentary:
Time flew by in a hurry. We have come to the end of another month. It was the June school holiday. Several of my friends and colleagues headed overseas to enjoy new adventures with their kids. As my elder son is preparing for his PSLE this year, my family stayed put in Singapore.
If you have been following the news, the world seems to be in a bad state right now. The Israel-Hamas war shows no sign of stopping, despite effort by political leaders to mediate a truce. The EU just imposed tariffs on China's car exports, while China is reviewing its pork imports from Europe in a tit-for-tat move. The US continues to try and block China's access to high-end technology for chip manufacturing. After visiting China in May, Russia's Putin paid a visit to North Korean leader Kim Jong Un, with a few agreements signed between the two countries. Putin also stopped over at Vietnam.
It seems to me the world is becoming polarised, with a us-versus-them mindset brewing. This is sad.
In finance, the US Fed is now forecasting only one rate cut in 2024, compared to three at the start of the year. The US stock market continued to hit record high, as retail investors poured money into AI darling, Nvidia. However, the same momentum did not carry over to our shores. The Straits Times Index lost 0.11 percent in June, dragged down by the 21.6 percent decline in Seatrium stock price.
As the stocks on my watchlist were little changed, I did not execute any trade for my CDP portfolio. I continued to build my position in NetLink NBN Trust for my SRS portfolio, acquiring another 36,000 units.
I subscribed for $20,000 of the July's Singapore Savings Bond (SSB). The average yield on August's SSB has dropped to an estimated 3.22%. Nonetheless, this is still above my requirement, so I will subscribe for $20,000 of this tranche.
At home, my wife and I completed the registration for our son in MOE's Direct School Admission Scheme (DSA-Sec). My son also attended a DSA interview skills workshop conducted by an external trainer. Near the end of June, my son submitted his personal statement online, as requested by a school. Another school has extended an interview invitation on July 5. Fingers crossed for a promising outcome.
Signing off. Take care!
If you have been following the news, the world seems to be in a bad state right now. The Israel-Hamas war shows no sign of stopping, despite effort by political leaders to mediate a truce. The EU just imposed tariffs on China's car exports, while China is reviewing its pork imports from Europe in a tit-for-tat move. The US continues to try and block China's access to high-end technology for chip manufacturing. After visiting China in May, Russia's Putin paid a visit to North Korean leader Kim Jong Un, with a few agreements signed between the two countries. Putin also stopped over at Vietnam.
It seems to me the world is becoming polarised, with a us-versus-them mindset brewing. This is sad.
In finance, the US Fed is now forecasting only one rate cut in 2024, compared to three at the start of the year. The US stock market continued to hit record high, as retail investors poured money into AI darling, Nvidia. However, the same momentum did not carry over to our shores. The Straits Times Index lost 0.11 percent in June, dragged down by the 21.6 percent decline in Seatrium stock price.
As the stocks on my watchlist were little changed, I did not execute any trade for my CDP portfolio. I continued to build my position in NetLink NBN Trust for my SRS portfolio, acquiring another 36,000 units.
I subscribed for $20,000 of the July's Singapore Savings Bond (SSB). The average yield on August's SSB has dropped to an estimated 3.22%. Nonetheless, this is still above my requirement, so I will subscribe for $20,000 of this tranche.
At home, my wife and I completed the registration for our son in MOE's Direct School Admission Scheme (DSA-Sec). My son also attended a DSA interview skills workshop conducted by an external trainer. Near the end of June, my son submitted his personal statement online, as requested by a school. Another school has extended an interview invitation on July 5. Fingers crossed for a promising outcome.
Signing off. Take care!
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