CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 440 | 44.61 | 4.49 |
| UOB | 400 | 37.51 | 3.43 |
| OCBC Bank | 700 | 17.40 | 2.79 |
| SGX | 3,200 | 12.27 | 8.98 |
| ST Engineering | 6,900 | 4.84 | 7.64 |
| Powermatic Data | 10,800 | 2.90 | 7.16 |
| TheHourGlass | 19,600 | 1.57 | 7.04 |
| Sheng Siong | 19,100 | 1.63 | 7.12 |
| Micro-Mechanics | 18,400 | 1.76 | 7.41 |
| VICOM Ltd | 21,500 | 1.31 | 6.44 |
| UMS | 31,200 | 1.05 | 7.49 |
| Credit Bureau Asia | 30,100 | 1.23 | 8.47 |
| Nanofilm | 36,100 | 0.715 | 5.90 |
| HRnetGroup | 21,900 | 0.685 | 3.43 |
| TalkMed Group | 34,500 | 0.45 | 3.55 |
| China Sunsine | 41,800 | 0.445 | 4.25 |
| Kimly | 27,000 | 0.325 | 2.01 |
| HC Surgical | 35,500 | 0.295 | 2.40 |
YTD Dividends Received = S$0
YTD SBL Fees Received = S$27
Trades
None
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| TheHourGlass | 5,000 | 1.57 | 5.72 |
| Micro-Mechanics | 5,400 | 1.76 | 6.92 |
| VICOM Ltd | 5,500 | 1.31 | 5.25 |
| Nanofilm | 12,500 | 0.715 | 6.51 |
| HRnetGroup | 7,500 | 0.685 | 3.74 |
| HC Surgical | 19,500 | 0.295 | 4.19 |
| NetLink NBN Trust | 108,000 | 0.86 | 67.66 |
Trades
- Sold 5,800 shares of Kimly.
Singapore Savings Bonds
| Security | Amount | Coupon Now |
|---|---|---|
| GX22120S | S$14,000 | 3.28% |
| 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% |
YTD Coupons Received = S$547
Speculative Play
| Security | # shares | Price US$ |
|---|---|---|
| Kep Pacific Oak REIT | 70,000 | 0.24 |
Trades
None
Commentary:
This will be a short post because, well, there isn't much activity for me this month. The Lunar New Year passed quickly. My family only visited the parents on both sides. We didn't visit any relatives or friends. This is our typical routine, as my wife and I don't really enjoy socializing.
Donald Trump is inaugurated as the second-term U.S. President. He vowed to press ahead with his nationalist policies. In fact, with effect from today (1 Feb 2025), the U.S. imposed 25 percent tariffs on its closest neighbours Canada and Mexico, as well as a 10 percent levy on China. [news] And that does not seem to be the end. Even as the Fed opted to keep the interest rate as it is, these political manoeuvres will surely rock the market with volatility.
I did not make any trade for my CDP portfolio. As for my SRS portfolio, I sold off my small stake in Kimly. I continue to lie in wait of an opportunity to load up on some of my watchlisted stocks.
At work, I embarked on my new role. I have had meetings with various stakeholders in the company - Sales, Product and Engineering in order to understand their plans for 2025 and to discuss how Services (my department) can collaborate. Already, my workload has increased several fold, since I still have to juggle the responsibilities to my existing Enterprise clients. Nonetheless, I sense a spirit of renewal. Work starts to become meaningful for me again.
At home, my older boy started his Secondary One education at Hwa Chong Institution. He seems to be enjoying himself so far. I still continue to drill my two boys to do revision on a daily basis (even on public holidays). I want them to build the disciplined habit of incremental improvement. That way, when the examinations come around, they will not be so stressed out by the sudden study load.
I just realized this is not such a short post after all. Haha. Anyway, earnings release season is upon us. Will be interesting to see how the companies performed in the last quarter of 2024. Another focus is on the dividend amount being declared.
Take care!
Donald Trump is inaugurated as the second-term U.S. President. He vowed to press ahead with his nationalist policies. In fact, with effect from today (1 Feb 2025), the U.S. imposed 25 percent tariffs on its closest neighbours Canada and Mexico, as well as a 10 percent levy on China. [news] And that does not seem to be the end. Even as the Fed opted to keep the interest rate as it is, these political manoeuvres will surely rock the market with volatility.
I did not make any trade for my CDP portfolio. As for my SRS portfolio, I sold off my small stake in Kimly. I continue to lie in wait of an opportunity to load up on some of my watchlisted stocks.
At work, I embarked on my new role. I have had meetings with various stakeholders in the company - Sales, Product and Engineering in order to understand their plans for 2025 and to discuss how Services (my department) can collaborate. Already, my workload has increased several fold, since I still have to juggle the responsibilities to my existing Enterprise clients. Nonetheless, I sense a spirit of renewal. Work starts to become meaningful for me again.
At home, my older boy started his Secondary One education at Hwa Chong Institution. He seems to be enjoying himself so far. I still continue to drill my two boys to do revision on a daily basis (even on public holidays). I want them to build the disciplined habit of incremental improvement. That way, when the examinations come around, they will not be so stressed out by the sudden study load.
I just realized this is not such a short post after all. Haha. Anyway, earnings release season is upon us. Will be interesting to see how the companies performed in the last quarter of 2024. Another focus is on the dividend amount being declared.
Take care!
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