Name |
Current Price |
Weightage |
PE |
Yield |
Payout Ratio |
Industry |
ARA |
1.09 |
16.8% |
14.5 |
4.6% |
67% |
Property Management |
CapitaCommercial Trust |
1.33 |
14.7% |
15.5 |
6.5% |
100% |
Commercial Reit |
OCBC |
7.74 |
14.7% |
8.3 |
4.7% |
39% |
Banking & Finance |
UOB |
17.03 |
13.7% |
8.7 |
4.4% |
38% |
Banking & Finance |
M1 |
2.49 |
14.3% |
13.1 |
6.1% |
81% |
Telecommunications |
Starhub |
3.40 |
7.5% |
16.2 |
5.9% |
95% |
Telecommunications |
Sembcorp Industries |
2.40 |
10.6% |
8.0 |
4.2% |
33% |
Marine & Utilities |
ST Engineering |
2.86 |
7.6% |
16.8 |
4.9% |
82% |
Defense & Engineering |
|
|
|
|
|
|
|
|
|
Total Weight |
Portfolio PE |
Portfolio Yield |
Payout Ratio |
|
|
|
100% |
11.4 |
5.2% |
59% |
|
Sold off all my STI ETF and have used the proceeds to add more of M1, ARA & UOB as all these 3 have declined way more than the index. I think I would get more value in the long run this way, even if it meant losing around 0.6% in total commission for the restructuring. Also as mentioned from my previous post, I should strive to beat the market instead of following the market......