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My Investment Portfolio (November 2020)
By My Investment Portfolio  •  November 30, 2020
STI closes this month up more than 15%. Post US Election rally plus positive news on vaccine development front for Covid-19 had encouraged investors to get back into the markets. Investors had also rotate from growth stocks to cyclical and value ones. However, towards the end of the month, it becomes weaker but still manage to close the month at above 2800 points. For my top 30 holdings, most stocks in the list did well this month as they are mostly value stocks like finance companies, property developers and hotel companies. Jardine related group of companies also did well as they lead the STI surge. Frencken also returned to the list after delivering a set of 3Q20 result that is above market expectations. I have bought the following companies from the market this month - Amara, AP Oil, Bonvests, Bukit Sembawang Estates, CapitaLand, Chemical Industries, Chuan Hup, ComfortDelgro, Dairy Farm, Delfi, EnGro, F&N, Frasers Property, GK Goh, Heeton, Hiap Hoe, HL Global, Hong Leong...
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By My Investment Portfolio
A self-directed investor, looking to invest for retirement needs and bypass all those expensive financial planners/insurance agents. Investing is fun, profitable or most important of all, knowledge gained is useful for the rest of your life!
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