| No. |
Counters |
No. of Shares |
Market Price (SGD) |
Total Value (SGD) based on market price |
Allocation % |
| 1. |
IReit Global |
73,000 |
0.73 |
53,290.00 |
11.0% |
| 2. |
CDL Hospitality Trust |
40,000 |
1.31 |
52,400.00 |
11.0% |
| 3. |
Fraser Logistic Trust |
40,000 |
0.92 |
36,800.00 |
8.0% |
| 4. |
Spackman |
150,000 |
0.19 |
28,950.00 |
6.0% |
| 5. |
M1 |
15,000 |
1.93 |
28,950.00 |
6.0% |
| 6. |
Kingsmen |
45,000 |
0.63 |
28,350.00 |
6.0% |
| 7. |
ST Engineering |
8,000 |
3.30 |
26,400.00 |
6.0% |
| 8. |
FCL |
10,000 |
1.55 |
15,500.00 |
3.0% |
| 9. |
Micro-Mechanics |
15,000 |
0.85 |
12,750.00 |
2.0% |
| 10. |
Singtel |
3,000 |
3.67 |
11,010.00 |
2.0% |
| 11. |
Ascott Reit |
10,000 |
1.14 |
11,400.00 |
2.0% |
| 12. |
First Reit |
8,000 |
1.26 |
10,080.00 |
2.0% |
| 13. |
OCBC |
1,134 |
9.08 |
10,297.00 |
2.0% |
| 14. |
UMS |
15,000 |
0.61 |
9,150.00 |
2.0% |
| 15. |
Warchest* |
|
|
140,000.00 |
29.0% |
|
Total SGD |
|
|
475,326.00 |
100.00% |
We are heading into the last week right before Christmas so I want to wrap up on the December portfolio and then move on to reflections week and then goal-setting for the new year.
The market has been rather kind because we are going one way up from here since Trump was elected President. I also took the chance to accumulate some opportunities which I saw in the market meanwhile (need to get my cash to work hard!!).
First, I bought
150,000 shares of Spackman at a price of $0.136 which I blogged over
here. This is a catalyst play which the risk reward play was tilted towards my favor as mentioned. The premiere ...
...
