As of 31 July 2021

CDP

Security # shares Price S$ %
DBS 700 30.41 7.55
OCBC Bank 1,500 12.30 6.54
SGX 1,200 11.88 5.06
SATS 3,900 4.01 5.55
ST Engineering 4,100 4.01 5.83
CapitaLand 5,400 4.03 7.72
Singtel 6,100 2.27 4.91
Powermatic Data 5,000 3.13 5.55
Micro-Mechanics 1,300 3.17 1.46
ComfortDelGro 7,900 1.57 4.40
Sheng Siong 9,600 1.57 5.34
Genting Singapore 11,700 0.81 3.36
TheHourGlass 15,400 1.54 8.41
HRnetGroup 21,900 0.795 6.17
China Sunsine 31,000 0.51 5.61
HC Surgical 35,500 0.545 6.86
Silverlake Axis 60,800 0.265 5.71
Kimly 27,000 0.415 3.97

Portfolio Value = $282,006

Trade Actions
– None

SRS

Security # shares Price S$ %
OCBC Bank 900 12.30 14.45
SGX 1,300 11.88 20.16
SATS 2,200 4.01 11.51
ST Engineering 1,700 4.01 8.90
Singtel 2,000 2.27 5.93
Sheng Siong 8,700 1.57 17.83
HC Surgical 19,500 0.545 13.87
Silverlake Axis 21,300 0.265 7.37

Portfolio Value = $76,624

Trade Actions
– None

Commentary:
I did not make any trade for the month of July. The stock prices stayed higher than my ideal entry range. Thus, I saved up my excess cash as dry powder.

The market cheered the lifting of dividend cap on local banks by MAS [news]. Analysts expect the three banks to increase the dividend payout on the next earning release [news].