No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % Category
1. Comfortdelgro   80,000 S$1.54    123,200.00 24.0% Recovery
2. Jardine C&C     4,000 S$19.83      79,300.00 16.0% Recovery
3. Bank of America (US)     2,000 US$27.00      73,440.00 15.0% Recovery
4. Lendlease Reit   85,000 S$0.645      54,800.00 8.0% Dividend
5. Starhill   90,000 S$0.44      39,600.00 6.0% Recovery
6. Micro-Mechanics   12,400 S$2.59      32,110.00 6.0% Compounders
7. OCBC     3,000 S$9.58      28,740.00 5.0% Dividend
8. Yuexiu Trans. (HK)   27,000 HK$4.85      23,380.00 5.0% Recovery
9. Ascendas Reit     5,000 S$3.04      15,200.00 3.0% Dividend
10. Tencent (HK)        100 HK$602      10,750.00 3.0% Compounders
11. Alibaba (HK)        200 HK$257        9,180.00 3.0% Compounders
12. Bank of China (HK)   20,000 HK2.71        9,600.00 3.0% Dividend
13. GA Pack (HK)     9,000 HK3.81        6,123.00 2.0% Dividend
14. Ho Bee Land        300 S$2.36           708.00 1.0% Leftover
15. Warchest      15,000.00 3.0%
Less: CFD@3.2% (240,000.00)
Total          278,431.00 100% 100%

What a busy month we had for November.

The election took most of the headline news when many investors thought we would have a crash should the Democrats win the election. Turns out otherwise and now we are staring back into one of the best gains in the month and trying to make sense of what’s happening.

For the past couple of months, I have been positioning my portfolio for the eventual recovery from the Covid.

Advertisements