CDP
| Security | # shares | Price S$ | % |
|---|---|---|---|
| DBS | 440 | 42.45 | 4.12 |
| UOB | 400 | 34.64 | 3.05 |
| OCBC Bank | 700 | 16.15 | 2.49 |
| SGX | 3,200 | 14.36 | 10.13 |
| ST Engineering | 6,900 | 7.41 | 11.27 |
| Powermatic Data | 10,800 | 2.45 | 5.83 |
| TheHourGlass | 19,600 | 1.57 | 6.78 |
| Sheng Siong | 19,100 | 1.76 | 7.41 |
| Micro-Mechanics | 18,400 | 1.64 | 6.65 |
| VICOM Ltd | 21,500 | 1.35 | 6.40 |
| UMS | 31,200 | 1.08 | 7.43 |
| Credit Bureau Asia | 30,100 | 1.28 | 8.49 |
| Nanofilm | 36,100 | 0.525 | 4.18 |
| HRnetGroup | 21,900 | 0.695 | 3.36 |
| TalkMed Group | 34,500 | 0.44 | 3.35 |
| China Sunsine | 41,800 | 0.545 | 5.02 |
| Kimly | 27,000 | 0.32 | 1.90 |
| HC Surgical | 35,500 | 0.27 | 2.11 |
YTD Dividends Received = S$1,658
YTD SBL Fees Received = S$100
Trades
None
SRS
| Security | # shares | Price S$ | % |
|---|---|---|---|
| TheHourGlass | 5,000 | 1.57 | 5.61 |
| Micro-Mechanics | 5,400 | 1.64 | 6.33 |
| VICOM Ltd | 5,500 | 1.35 | 5.30 |
| Nanofilm | 12,500 | 0.525 | 4.69 |
| HRnetGroup | 7,500 | 0.695 | 3.72 |
| HC Surgical | 19,500 | 0.27 | 3.76 |
| NetLink NBN Trust | 108,000 | 0.915 | 70.59 |
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 | 0.199 |
Trades
None
Commentary:
April has been a volatile month, to say the least. Stock markets around the world experienced huge whipsaws near the start of the month. Investors hung on tightly to the roller-coaster ride, deciphering every word coming out of the U.S. Administration to divinate what is to come. As U.S. President Donald Trump pushed through his tarriff policy, every trading partner of America was impacted. This caused shock and consternation among many countries. None was spared the baseline 10 percent charge.
Nations, including Japan and South Korea, are busily negotiating for better deal terms, but no new agreement has been announced yet. Only China seems to remain defiant, gearing up for a protracted fight while rolling out stimulus for its own faltering economy. In this economic tug-of-war, nobody is a clear winner, as much as Trump would want America to be.
As markets gyrated with ferocity, I stayed on the sidelines. I did not execute any trade this month. While the local bank stocks have fallen from their all-time high, their valuations are still not cheap, compared to recessionary periods. I will continue to be in observation mode.
Nothing much has changed for me at the workplace, or at home. I have started to pay more attention to my younger son's development in school. He is currently in Primary Five, and will sit for the PSLE next year. He has shown an interest in Robotics, having represented his school in the National Robotics Competition last year. This May, he will represent his school again in the National Robotics Programming Competition. Come September, he will compete in the World Robot Olympiad RoboMission Elementary category. I hope to build his portfolio in Robotics, so that he has an opportunity to participate in the Direct School Admission selection next year.
Singaporeans will go to the polls in three days' time. Fair to say, many eyes will be on the Election result. Will the ruling party continue to win a great majority of the seats, thereby giving a clear mandate to the Prime Minister to pursue his agenda, or will the Opposition parties see more members make it into Parliament, thus strengthening the grassroots' voice for check and balance on the government? Only time will tell.
Stay safe, my friends!
Nations, including Japan and South Korea, are busily negotiating for better deal terms, but no new agreement has been announced yet. Only China seems to remain defiant, gearing up for a protracted fight while rolling out stimulus for its own faltering economy. In this economic tug-of-war, nobody is a clear winner, as much as Trump would want America to be.
As markets gyrated with ferocity, I stayed on the sidelines. I did not execute any trade this month. While the local bank stocks have fallen from their all-time high, their valuations are still not cheap, compared to recessionary periods. I will continue to be in observation mode.
Nothing much has changed for me at the workplace, or at home. I have started to pay more attention to my younger son's development in school. He is currently in Primary Five, and will sit for the PSLE next year. He has shown an interest in Robotics, having represented his school in the National Robotics Competition last year. This May, he will represent his school again in the National Robotics Programming Competition. Come September, he will compete in the World Robot Olympiad RoboMission Elementary category. I hope to build his portfolio in Robotics, so that he has an opportunity to participate in the Direct School Admission selection next year.
Singaporeans will go to the polls in three days' time. Fair to say, many eyes will be on the Election result. Will the ruling party continue to win a great majority of the seats, thereby giving a clear mandate to the Prime Minister to pursue his agenda, or will the Opposition parties see more members make it into Parliament, thus strengthening the grassroots' voice for check and balance on the government? Only time will tell.
Stay safe, my friends!
Enjoyed this post? Never miss out new posts by subscribing here.
No comments:
Post a Comment