July has been a rather busy period for my portfolio as it undergoes a restructuring process as I decide to sell my low dividend yield stocks which coincidentally had a run-up in July.
On my Singapore portfolio, I have sold my positions notably in Comfort, CMT and CMA, all of which had a run up of more than 10% from my purchase price. These are without a doubt good blue chip stocks to have in any portfolio but with a low dividend yield of below 4%, i decided to sell them.
With some cash on hand, I decided to purchase Neratel, Noble and AHT. I am most pleased with my purchase of Neratel as within a few days after my purchase, they went to announce their dividend of $0.04.
Noble has been performing rather disappointingly, which is one of the reason why I have purchased them albeit at a ......