| 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.
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