Hello from London everyone ! It’s a been a great day at London thus far, minus the typical gloomy, wet weather which came as a pleasant surprise. This would also be my first time composing an article overseas for my blog, simply because I tend to have more time overseas than at home.

OK so here is the table of my current portfolio as of May 24 2016 :

Holdings Quantity Average purchase price Purchase price adjusted for dividends Unrealized profit / loss
DBS 1,000 SGD 13.46 SGD 13.160 + SGD 2,050
Keppel Corporation 3,500 SGD 8.10 SGD 7.40 – SGD 7,350
Sembcorp Industries 8,000 SGD 4.125 SGD 3.953 – SGD 9,464
Nam Cheong 50,000 SGD 0.345 SGD 0.33 – SGD 12,350
AMEX 100 USD 77.09 USD 76.01 – USD 1,242
Noble 104,000 SGD 0.585 SGD 0.585 – SGD 28,600

I know it’s not a pretty picture. It’s been a hell of a ride since I started accumulating the above holding from end 2013. As you can see I am heavy on the oil & gas industries, however I also do have some strong points as to why …