CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 440 | 45.85 | 4.56 |
| UOB | 400 | 38.11 | 3.45 |
| OCBC Bank | 700 | 17.25 | 2.73 |
| SGX | 3,200 | 13.35 | 9.66 |
| ST Engineering | 6,900 | 5.43 | 8.47 |
| Powermatic Data | 10,800 | 2.81 | 6.86 |
| TheHourGlass | 19,600 | 1.60 | 7.09 |
| Sheng Siong | 19,100 | 1.64 | 7.09 |
| Micro-Mechanics | 18,400 | 1.63 | 6.78 |
| VICOM Ltd | 21,500 | 1.34 | 6.52 |
| UMS | 31,200 | 1.03 | 7.27 |
| Credit Bureau Asia | 30,100 | 1.22 | 8.31 |
| Nanofilm | 36,100 | 0.68 | 5.55 |
| HRnetGroup | 21,900 | 0.685 | 3.39 |
| TalkMed Group | 34,500 | 0.455 | 3.55 |
| China Sunsine | 41,800 | 0.475 | 4.49 |
| Kimly | 27,000 | 0.315 | 1.92 |
| HC Surgical | 35,500 | 0.285 | 2.29 |
YTD Dividends Received = S$1,110
YTD SBL Fees Received = S$27
Trades
None
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| TheHourGlass | 5,000 | 1.60 | 5.90 |
| Micro-Mechanics | 5,400 | 1.63 | 6.49 |
| VICOM Ltd | 5,500 | 1.34 | 5.43 |
| Nanofilm | 12,500 | 0.68 | 6.26 |
| HRnetGroup | 7,500 | 0.685 | 3.79 |
| HC Surgical | 19,500 | 0.285 | 4.10 |
| NetLink NBN Trust | 108,000 | 0.855 | 68.04 |
Trades
None
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$866
Speculative Play
| Security | # shares | Price US$ |
|---|---|---|
| Kep Pacific Oak REIT | 70,000 | 0.215 |
Trades
None
Commentary:
February was a short month, and this will be a short post because, well, nothing much happened in my life. I did not place any trade for my portfolios. The bulk of my capital has been diverted away for another use, so I have to be selective with my remaining dry powder.
Most of the companies on my watchlist reported stable and satisfactory results. The exception is UMS Integration, which reported a 19 percent decline in YoY Revenue and a 32 percent drop in YoY Net Profit. On the other side, the three local banks remain highly profitable, logging record fiscal year revenue. Their share prices have reached levels not seen over the past few years. I will not buy the stock at these levels, despite the tantalizing dividend amount.
At the workplace, I had just completed my yearly performance evaluation. My colleagues had complained about paltry annual compensation this year. Some of my peers even had no salary raise. For me, my actual bonus was $400 above the target amount. Management attributed it to a challenging business environment last year. My salary increment is the lowest of all fifteen years I have been in the company. But at least it is not zero. I am zen about the whole thing. At my current job grade, any increment above zero is good enough for me. I am grateful for the opportunity to do something of my interest in this role.
At home, my wife and younger boy came down with the common cold. There seems to be a virulent bug (or bugs) floating around, as some of my colleagues also suffered from the illness. I wear a mask when I am out and about, and I place emphasis on maintaining good personal hygiene. I do daily static exercises in the morning and I run twice a week. I believe these habits helped me to keep fit. Good health should not be taken for granted.
Going into March, I anticipate a slew of dividends to come in and buff up my capital. Dividends are the fruit of our sound equity investment, and ought to be cherished.
Signing off for now. Take care!
Most of the companies on my watchlist reported stable and satisfactory results. The exception is UMS Integration, which reported a 19 percent decline in YoY Revenue and a 32 percent drop in YoY Net Profit. On the other side, the three local banks remain highly profitable, logging record fiscal year revenue. Their share prices have reached levels not seen over the past few years. I will not buy the stock at these levels, despite the tantalizing dividend amount.
At the workplace, I had just completed my yearly performance evaluation. My colleagues had complained about paltry annual compensation this year. Some of my peers even had no salary raise. For me, my actual bonus was $400 above the target amount. Management attributed it to a challenging business environment last year. My salary increment is the lowest of all fifteen years I have been in the company. But at least it is not zero. I am zen about the whole thing. At my current job grade, any increment above zero is good enough for me. I am grateful for the opportunity to do something of my interest in this role.
At home, my wife and younger boy came down with the common cold. There seems to be a virulent bug (or bugs) floating around, as some of my colleagues also suffered from the illness. I wear a mask when I am out and about, and I place emphasis on maintaining good personal hygiene. I do daily static exercises in the morning and I run twice a week. I believe these habits helped me to keep fit. Good health should not be taken for granted.
Going into March, I anticipate a slew of dividends to come in and buff up my capital. Dividends are the fruit of our sound equity investment, and ought to be cherished.
Signing off for now. Take care!
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