CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 440 | 42.43 | 4.37 |
| UOB | 400 | 36.36 | 3.41 |
| OCBC Bank | 700 | 16.28 | 2.67 |
| SGX | 3,200 | 12.72 | 9.53 |
| ST Engineering | 6,900 | 4.50 | 7.27 |
| Powermatic Data | 8,500 | 2.96 | 5.89 |
| TheHourGlass | 19,600 | 1.53 | 7.02 |
| Sheng Siong | 19,100 | 1.65 | 7.38 |
| Micro-Mechanics | 18,400 | 1.66 | 7.15 |
| VICOM Ltd | 21,500 | 1.32 | 6.64 |
| UMS | 31,200 | 1.03 | 7.52 |
| Credit Bureau Asia | 30,100 | 1.19 | 8.39 |
| Nanofilm | 36,100 | 0.78 | 6.59 |
| HRnetGroup | 21,900 | 0.69 | 3.54 |
| TalkMed Group | 34,500 | 0.45 | 3.63 |
| China Sunsine | 41,800 | 0.48 | 4.70 |
| Kimly | 27,000 | 0.325 | 2.05 |
| HC Surgical | 35,500 | 0.27 | 2.24 |
YTD Dividends Received = S$15,202
YTD SBL Fees Received = S$300
Trades
None
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| TheHourGlass | 5,000 | 1.53 | 5.49 |
| Micro-Mechanics | 5,400 | 1.66 | 6.43 |
| VICOM Ltd | 5,500 | 1.32 | 5.21 |
| Nanofilm | 12,500 | 0.78 | 7.00 |
| HRnetGroup | 7,500 | 0.69 | 3.71 |
| Kimly | 5,800 | 0.325 | 1.35 |
| HC Surgical | 19,500 | 0.27 | 3.78 |
| NetLink NBN Trust | 108,000 | 0.865 | 67.03 |
Trades
- Sold 8,700 shares of Sheng Siong Group.
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% |
| GX24080W | S$20,000 | 3.19% |
Speculative Play
| Security | # shares | Price US$ |
|---|---|---|
| Kep Pacific Oak REIT | 70,000 | 0.22 |
Trades
None
Commentary:
Another month has swiftly passed us by.
I did not make any trade as my target prices were not hit. The local Straits Times Index climbed 5.07 percent, particularly at the start of the month, buoyed by the positive mood in the U.S. stock market. The S&P 500 Index ascended 3.62 percent from an already high base, reaching a lifetime high.
The local bank stocks soared to new heights after reporting stellar Q3 results. Despite the lower NIM, the banks were able to generate superb performance in wealth management. DBS announced a share buyback plan, which will likely continue to support its share price. Short of an abrupt selldown, I doubt I will buy more bank shares in the near term.
Donald Trump is going to step into the White House once more. The tension between U.S. and China will only escalate further. With Vladimir Putim deploying new weapons and threatening nuclear options, the Russia-Ukraine war is set to rise to a new level. In a volatile world, safe haven assets like gold will see more supportive demand. Bitcoin price is fast approaching the US$100,000 mark. Breaking above this psychological barrier is a matter of when, not if.
Sheng Siong Group was the next to go from my SRS portfolio. My SRS cash reserve has grown considerably. Will be patient for an opportunity to re-deploy the capital.
Remember the Plan I wrote about last month? It has been put into motion. I have committed my funds and have been disciplined in the execution. So far so good. No major catastrophe. I am still learning and fine-tuning. However, at times, I feel a sickening feeling in my stomach. I wondered why the heck did I embark on this uncharted path? What if it does not work out at all? Will I regret? Questions abound in my head. Nonetheless, the Plan requires patience and time to bear fruit. I give myself one year to strive for positive results. Whether the Plan is a success or a failure, you - my dear readers - will be the first to know!
Home-wise, the PSLE result was released on 20 Nov. My older boy achieved an aggregate score of 5M (M for Merit in Higher Chinese). Based on past intake, his score qualifies him to enroll into any Secondary School in Singapore, including Raffles Institution (RI), which is his dream school. However, as my boy had participated in the DSA-Sec exercise, he is no longer eligible to join the S1 Posting exercise. Initially, we thought that my boy will be placed in Catholic High School, which had granted him a Confirmed Offer. To our surprise, my boy gained admission into Hwa Chong Institution (HCI), which had placed my boy on Waitlist. While my boy did not get into his dream school RI, he was equally elated to join HCI, which had impressed him during the school's Open House.
Additionally, my boy was awarded the Edusave Scholarship for Independent Schools (ESIS) [link]. This means his school fee in HCI will be partially subsidised. That is $200 less every month, which is quite a substantial amount. My wallet is so happy. A brand new chapter awaits!
We have come to the last month of 2024. I am looking forward to my family's Taiwan trip in early December. Going to spend eight days in the land of bubble tea and XXL chicken cutlet (yum).
Here's wishing you an early Merry Christmas, my friends!
I did not make any trade as my target prices were not hit. The local Straits Times Index climbed 5.07 percent, particularly at the start of the month, buoyed by the positive mood in the U.S. stock market. The S&P 500 Index ascended 3.62 percent from an already high base, reaching a lifetime high.
The local bank stocks soared to new heights after reporting stellar Q3 results. Despite the lower NIM, the banks were able to generate superb performance in wealth management. DBS announced a share buyback plan, which will likely continue to support its share price. Short of an abrupt selldown, I doubt I will buy more bank shares in the near term.
Donald Trump is going to step into the White House once more. The tension between U.S. and China will only escalate further. With Vladimir Putim deploying new weapons and threatening nuclear options, the Russia-Ukraine war is set to rise to a new level. In a volatile world, safe haven assets like gold will see more supportive demand. Bitcoin price is fast approaching the US$100,000 mark. Breaking above this psychological barrier is a matter of when, not if.
Sheng Siong Group was the next to go from my SRS portfolio. My SRS cash reserve has grown considerably. Will be patient for an opportunity to re-deploy the capital.
Remember the Plan I wrote about last month? It has been put into motion. I have committed my funds and have been disciplined in the execution. So far so good. No major catastrophe. I am still learning and fine-tuning. However, at times, I feel a sickening feeling in my stomach. I wondered why the heck did I embark on this uncharted path? What if it does not work out at all? Will I regret? Questions abound in my head. Nonetheless, the Plan requires patience and time to bear fruit. I give myself one year to strive for positive results. Whether the Plan is a success or a failure, you - my dear readers - will be the first to know!
Home-wise, the PSLE result was released on 20 Nov. My older boy achieved an aggregate score of 5M (M for Merit in Higher Chinese). Based on past intake, his score qualifies him to enroll into any Secondary School in Singapore, including Raffles Institution (RI), which is his dream school. However, as my boy had participated in the DSA-Sec exercise, he is no longer eligible to join the S1 Posting exercise. Initially, we thought that my boy will be placed in Catholic High School, which had granted him a Confirmed Offer. To our surprise, my boy gained admission into Hwa Chong Institution (HCI), which had placed my boy on Waitlist. While my boy did not get into his dream school RI, he was equally elated to join HCI, which had impressed him during the school's Open House.
Additionally, my boy was awarded the Edusave Scholarship for Independent Schools (ESIS) [link]. This means his school fee in HCI will be partially subsidised. That is $200 less every month, which is quite a substantial amount. My wallet is so happy. A brand new chapter awaits!
We have come to the last month of 2024. I am looking forward to my family's Taiwan trip in early December. Going to spend eight days in the land of bubble tea and XXL chicken cutlet (yum).
Here's wishing you an early Merry Christmas, my friends!
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