Feb 2019 Portfolio Update

February 2019

Portfolio Value after market close: S$123,077.32

Purchases: Japfa @ 10,000 shares

Sold: None

Comment:

If price is right this will be a contra trade. If not I intend to pick it up for the potential capital gain.

Japfa just released a good set of results for FY18. It's impressive I must say though the gearing remains high.

Dividends:

RHT @ $7,520 (Special dividend)
MNACT @ $77.08
CCT @ $176.80
Suntec @ $103.60
ESR @ $67.28

Also subscribed to DRP for my Mapletree Logistics Trust dividend.

Recent Actions - April & May 17

Just a quick update on my stock related activities for the past two months.

S$1,282 contra loss on Rotary Engineering.

S$590 M1 dividends received.

S$121 Comfort Delgro dividends received.

S$400 Capitaland dividends received.

S$97 Suntec Reit dividends received.

 

On the watch list, some of the counters have been inching towards or have reached my buying target price.

I am keeping a close eye on:

ISOTeam - to add more on further dips

Raffles Medical, ThaiBev and Wilmar - to initiate position

Will enter when the time arrives.

 

I have not been that successful in trading recently. However at least I know what went wrong. Will definitely keep these lessons in mind.

Last but not least, I hope to be more active in the market in the coming months. But I won't buy just for the sake of buying. After all a bird in hand is worth two in the bushes.