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STI ended the first half of the year at 3321 points, up from last month. Anticipation of hope of US-China trade deal, lower interest rate environment etc fueled market recovery. Though markets seems to have factored in some good news, I continued to be defensive in my portfolio positioning as interest had been seen in only selected big cap stocks like banks, property stocks and REITs.

For this month, I have attended the following AGMs/EGMs/briefing - General Magnetics and Challenger.

For my top 30 holdings, Isetan and SGX had been major movers in the list. For Isetan, the company announced that they will not renewing lease of Westgate mall outlet. SGX also announced restructuring to pursue growth. CapitaLand Mall Trust returned to the list as REITs performed well this month due to anticipation of lower interest rate going forward. Property stocks like UOL, Bukit Sembawang Estates and CapitaLand also performed well. Not much changes seen in the other stocks though.

I have bought the following companies from the market this month - Bonvests, Bund Center, Delfi, GK Goh, Global Testing, Heeton, Hiap Hoe, Hongkong Land, HRnetGroup, Koh Brothers, KSH, LHT, Lian Beng, Lum Chang, Mandarin Oriental, Pacific Century, Pollux, Sin Ghee Huat, Sing Investment & Finance, Singapura Finance, Stamford Land, UIC and Yeo Hiap Seng.  I have also reduced my stake in Transcorp and closed my positions in KTL Global and Sen Yue.

I have accepted the following voluntary delisting/cash offers this month - Boardroom and Memtech.

Next month, companies with financial year ending 31 March 2019 will be conducting their AGMs. As usual, I will attend some of these meeting to get some updates from them. Also, I will continue to seek to re-invest slowly back into the markets, with emphasis on capital preservation.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 28 June 2019

Top 30 Holdings (Sing$ Denominated shares)
1. Haw Par
2. Jardine C&C
3. United Engineers
4. Hong Fok
5. Hong Leong Finance
6. Bonvests
7. Hotel Grand Central
8. Stamford Land
9. Metro Holdings
10. Isetan
11. Hotel Properties
12. Far East Orchard
13. Sing Investment & Finance
14. Singapura Finance
15. A-REIT
16. UOL
17. ComfortDelgro
18. Hiap Hoe
19. GK Goh
20. Bukit Sembawang Estates
21. PM Data
22. Hotel Royal
23. Yeo Hiap Seng
24. SGX
25. CapitaLand Mall Trust
26. VICOM
27. Old Chang Kee
28. Amara
29. UIC
30. CapitaLand

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. A-REIT
5. SBS Transit

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI ended May at around 3117 points, erasing almost all the gains built up since the start of the year. Bad news were all over the place. Escalation of trade tension between US and China, Brexit issues, Huawei issues, poor economic data etc were some of the news that surfaced this month. STI index stocks were mostly sold down, with banks being the main laggard. Technology stocks were also being sold down. The statement - Sell in May and go away, seems to applicable again this year.

For this month, I have attended the following AGMs/EGMs/briefing - Delfi, UOB International Growth Fund and Low Keng Huat.

For my top 30 holdings, Best World had been removed from the list after the stock had been suspended, pending outcome of its special audit. Keppel T&T is also out of the list after it had been acquired by the offeror via Scheme of Arrangement. New entries include The Hour Glass and SBS Transit. PM Data had been a major positive mover after they have announced a decent set of full year results. UOL, however, had been a major laggard following a sell down on STI index stocks this month.

I have bought the following companies from the market this month - AF Global, Bonvests, Bund Center, Far East Orchard, GK Goh, Hong Fok, Hong Leong Finance, Hotel Grand Central, LHT, Lion AsiaPac, Mandarin Oriental, Pollux, Singapura Finance, Sing Investment & Finance, Stamford Land, UIC, Yeo Hiap Seng and Yongmao. I have also closed my position in Sitra.

I have accepted the following voluntary delisting/cash offers this month - Fabchem China, Kingboard and Sevak (partial offer). My shares in Keppel T&T and PCI had also been acquired via Scheme of Arrangement.

I have participated in the following preferential offer/rights issue this month - First Sponsor and Frasers Centrepoint Trust. I have also participated in the following scrip dividend schemes - AA Reit,  China Everbright, Far East Hospitality Trust, Frasers Commercial Trust, Global Investments, Jardine Matheson, Jardine Strategic, Mapletree Industrial Trust, Mapletree Logistics Trust, OCBC, Oxley, Raffles Medical, Tai Sin, Tuan Sing, UOA and UOB Kay Hian.

Unfortunately, there had been a cash drag in my portfolio this month as dividends collected had not been able to reinvest back into markets as quickly as I would have liked to. With increased jitters in markets, I will continue to position my portfolio more defensively. I will also spread my investments more slowly in order to apply time diversification as well.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 May 2019

Top 30 Holdings (Sing$ Denominated shares)
1. Haw Par
2. United Engineers
3. Jardine C&C
4. Hong Leong Finance
5. Hong Fok
6. Bonvests
7. Hotel Properties
8. Metro Holdings
9. Hotel Grand Central
10. Far East Orchard
11. Stamford Land
12. Singapura Finance
13. Sing Investment & Finance
14. Hiap Hoe
15. A-REIT
16. Bukit Sembawang Estates
17. ComfortDelgro
18. PM Data
19. GK Goh
20. Hotel Royal
21. UOL
22. Isetan
23. Yeo Hiap Seng
24. Amara
25. Old Chang Kee
26. VICOM
27. UIC
28. The Hour Glass
29. SGX
30. SBS Transit

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Tan Chong International
2. Shangri-La Asia
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. A-REIT
5. SBS Transit

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. DMX Technologies - In Liquidation
25. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI ended April at around 3400 points, up almost 190 points from last month. The good run had mostly been lead by blue chips, though disappointing China manufacturing numbers towards the end of the month had capped further upside.

For this month, I have attended the following AGMs/EGMs/briefing - Pacific Century, Keppel T&T, CapitaLand Commercial Trust, Ascott Residence Trust, CapitaLand Mall Trust, CapitaLand Retail China Trust, Sembcorp Marine, iFAST, Koh Brothers, CSE Global, FSL Trust, Far East Orchard, GK Goh, Yeo Hiap Seng, Hiap Hoe and Fortune REIT.

For my top 30 holdings, UIC is the latest new addition to the list, after announcing that they are increasing their stake in Marina Centre Holdings Private Limited and Aquamarina Hotel Private Limited. These acquisitions are expected to be positive to their earnings going forward. DBS returned to the list after announcing a set of decent 1Q19 results and also declaring quarterly dividend payout. Best World had been the main laggard again in the list, after short sellers reports had dampened investor confidence further on their business model in China.

I have bought the following companies from the market this month - Bund Center, Far East Orchard, Hiap Hoe, Isetan, Sin Heng and Yeo Hiap Seng.

I have also converted my First Sponsor Series 1 Perpetual Convertible Securities to shares.

Having gone past the busy April AGM season, May should be a more quiet month for investors. Nevertheless, I will continue to catch up on my readings and also redeploy the expected scheme proceeds from Keppel T&T and PCI. I will continue to position my portfolio more defensively going forward, as markets had gone up quite a bit since the start of the year and expect more volatility ahead.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 April 2019

Top 30 Holdings (Sing$ Denominated shares)
1. Haw Par
2. Keppel T&T
3. Jardine C&C
4. United Engineers
5. Hong Fok
6. Hong Leong Finance
7. Bonvests
8. Hotel Grand Central
9. Hotel Properties
10. Far East Orchard
11. Metro Holdings
12. Singapura Finance
13. UOL
14. Sing Investment & Finance
15. ComfortDelgro
16. Stamford Land
17. Hiap Hoe
18. A-REIT
19. Best World
20. Bukit Sembawang Estates
21. Hotel Royal
22. Tat Seng
23. GK Goh
24. Yeo Hiap Seng
25. Amara
26. PM Data
27. UIC
28. DBS
29. VICOM
30. Isetan

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Jardine Matheson
5. Dairy Farm

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. Best World
5. A-REIT

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. Jaya Holdings - In Liquidation
25. DMX Technologies - In Liquidation
26. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI ended the first quarter of the year at 3212 points, almost identical as last month. Fear of recession had been the topic of the month as most stocks are trading sideways and directionless. However, yield stocks like REITs outperformed this month as investors believed that US Fed interest rate hike cycle had stopped.

For this month, I have attended the following AGMs/EGMs/briefing - Datapulse Technology, Transcorp, Mermaid Maritime and Qian Hu.

For my top 30 holdings, Hong Fok had been a top performer after they have released their FY18 full year result last month. Buybacks from the company and also purchases from the controlling shareholders had contributed to its good performance. Other stocks in the list that did well include ComfortDelgro, A-REIT and CapitaLand. Best World had been a main laggard this month due to investor concerns on their business model in China.

I have bought the following companies from the market this month - AF Global, Bonvests, Bund Center, EnGro, Far East Orchard, GK Goh, Global Testing, Heeton, Hiap Hoe, Hotel Royal, Isetan, Koh Brothers, Sembcorp Industries, UIC, UOB Kay Hian, Yeo Hiap Seng and YHI. I have also closed my position in Luzhou Bio-Chem.

I have participated in the following preferential offer/rights issue this month - Keppel Infrastructure Trust. I have also participated in the following scrip dividend schemes - CapitaLand Retail China Trust and Far East Hospitality Trust.

Next month will be the busy April AGM season, with companies having financial year ending 31 December 2018 holding their AGMs. As usual, I will be attending some of these meetings to get some updates from those selected companies.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 29 March 2019

Top 30 Holdings (Sing$ Denominated shares)
1. Keppel T&T
2. Haw Par
3. Hong Fok
4. United Engineers
5. Best World
6. Jardine C&C
7. Hong Leong Finance
8. Bonvests
9. Hotel Grand Central
10. Hotel Properties
11. Metro Holdings
12. Sing Investment & Finance
13. Far East Orchard
14. Singapura Finance
15. Stamford Land
16. ComfortDelgro
17. A-REIT
18. Bukit Sembawang Estates
19. Tat Seng
20. UOL
21. Hotel Royal
22. GK Goh
23. Hiap Hoe
24. Venture
25. PM Data
26. CapitaLand
27. Old Chang Kee
28. Amara
29. EnGro
30. Isetan

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. Best World
5. A-REIT

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. Jaya Holdings - In Liquidation
25. DMX Technologies - In Liquidation
26. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI ended February 2019 at around 3212 points, up slightly from last month. Tensions over India and Pakistan, concerns over China-US trade deal and US-North Korea summit disagreements were some of the news driving the markets this month. There were also some share price reaction on companies which reported their full year results.

For this month, I have attended the following AGMs/EGMs/briefing - Keppel Infrastructure Trust and Delfi.

For my top 30 holdings, Amara and CapitaLand returned to the list after posting decent full year results. Other positive movers include Haw Par and Far East Orchard. Hiap Hoe and GK Goh, however, disappointed with their marked to market losses on investment in financial assets while Jardine C&C result missed estimates. Companies in the list which declared special dividends this year on top of their normal ordinary dividend include Haw Par, Hotel Properties, Hong Fok, Singapura Finance, Hotel Royal and Amara.

I have bought the following companies from the market this month - Asia Enterprises, Bund Center, EnGro, GK Goh, Far East Orchard, HRnetGroup, IPC Corp, Koh Brothers, Metro, Pacific Century, Penguin, Tan Chong International and Teck Wah. I have also closed my position in Halcyon Agri.

I have accepted the following voluntary delisting/cash offer this month - M1. I have also participated in the following preferential offer/rights issue this month - Tee International.

I have participated in the following scrip dividend schemes - AA Reit, Frasers Commercial Trust and Mapletree Logistics Trust.

Next month will be another month with not much activities as companies with financial year ending 31 December 2018 will be completing their full year result reporting on 1 March 2019. As usual, I will be doing some catch-up readings. I will also be going through some of the full year result announcements again in preparation for the upcoming busy April AGM season.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 28 February 2019

Top 30 Holdings (Sing$ Denominated shares)
1. Best World
2. Keppel T&T
3. Haw Par
4. Jardine C&C
5. United Engineers
6. Hong Leong Finance
7. Bonvests
8. Hotel Grand Central
9. Metro Holdings
10. Hotel Properties
11. Sing Investment & Finance
12. Far East Orchard
13. Hong Fok
14. Singapura Finance
15. Stamford Land
16. Bukit Sembawang Estates
17. Tat Seng
18. Hiap Hoe
19. A-REIT
20. ComfortDelgro
21. UOL
22. GK Goh
23. Hotel Royal
24. Venture
25. PM Data
26. SGX
27. Amara
28. Isetan
29. Old Chang Kee
30. CapitaLand

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. Best World
5. A-REIT

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Iconic Global Limited
2. Dongshan Group Ltd (formerly known as Greatronic Limited)
3. General Magnetics
4. Fastech Synergy
5. Beauty China - Under Liquidation
6. Memory Devices
7. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
8. FM Holdings
9. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
10. FerroChina - Under Liquidation
11. FirstLink Investments
12. NEL Group
13. Jets Technics
14. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
15. Hongwei Technologies Limited (In Provisional Liquidation)
16. FDS Networks Group
17. Aussino Group - In Liquidation - Creditors' voluntary winding up
18. China Oilfield Technology
19. China Milk Products Group - Under Liquidation
20. Pacific Healthcare
21. Eratat Lifestyle - In Liquidation
22. Fung Choi Media - In Liquidation
23. K1 Ventures - In Liquidation
24. Jaya Holdings - In Liquidation
25. DMX Technologies - In Liquidation
26. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI ended the year at around 3068 points, down 10% for the year. It had been a bad year for most investors, with volatility the name of the game. The year started well but ended badly. There had been bad news throughout the year like trade war, interest rate hike, falling oil price, global growth slowdown etc. Taking all these into consideration, I have been positioning my portfolio defensively throughout the year.

For this month, I have attended the following AGMs/EGMs/briefing - LTC Corp, 2nd Chance and Global Investments.

For my top 30 holdings, LTC Corp is out of the list after I accepted their delisting exit offer. EnGro entered the list for the first time after I added onto the stock as part of my defensive strategy. Not much changes in the list despite a volatile month for the markets.

I have bought the following companies from the market this month - AF Global, Bonvests, Chuan Hup, EnGro, F&N, Far East Orchard, Global Investments, Hong Leong Finance, Hotel Grand Central, Hotel Properties, Koh Brothers, Lion AsiaPac, Low Keng Huat, Metro, Pacific Century, Sin Heng, Singapore Reinsurance, UIC, UOB Kay Hian and Yeo Hiap Seng. I have also closed my positions in Informatics and Sinjia Land.

I have accepted the following voluntary delisting/cash offer this month - LTC Corp.

With 2018 going to be behind us soon, I can only hope that 2019 will be a better year for all investors. I shall sign off this post wishing all my readers a Happy 2019 and may the new year yield more returns to all investors out there!

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 December 2018

Top 30 Holdings (Sing$ Denominated shares)
1. Best World
2. Keppel T&T
3. Jardine C&C
4. United Engineers
5. Haw Par
6. Hong Leong Finance
7. Bonvests
8. Metro Holdings
9. Hotel Properties
10. Hotel Grand Central
11. Singapura Finance
12. Stamford Land
13. Hong Fok
14. Sing Investment & Finance
15. Far East Orchard
16. Bukit Sembawang Estates
17. Hiap Hoe
18. Tat Seng
19. Hotel Royal
20. A-REIT
21. UOL
22. GK Goh
23. ComfortDelgro
24. Old Chang Kee
25. PM Data
26. Isetan
27. SGX
28. VICOM
29. EnGro
30. Amara

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Streettracks STI ETF
2. CapitaLand Mall Trust
3. Keppel Corp
4. Best World
5. A-REIT

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China - Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation
24. K1 Ventures - In Liquidation
25. Jaya Holdings - In Liquidation
26. DMX Technologies - In Liquidation
27. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI regained some of its lost ground and closed November 2018 at around 3117 points, slightly up from last month. Investors still wary over trade tensions between US and China while volatile oil price movements also contributed to the market's cautious mood. However, markets had been more stable this month as compared to October as Dovish US Fed comments seem to suggest that interest rate tightening cycle is coming to an end.

For this month, I have attended the following AGMs/EGMs/briefing - Delfi, LTC Corp and Khong Guan.

For my top 30 holdings, Best World was my top holding for the first time as the stock continued to do well this month after releasing its 3Q18 results. Venture dropped out of the list after tech stocks underperformed this month. Amara and Yeo Hiap Seng were new entries to the list after I continued to add onto my holdings in these two stocks this month.

I have bought the following companies from the market this month - AF Global, Amara, Asia Enterprises, Bund Center, EnGro, Far East Orchard, Hong Fok, Hong Leong Finance, Hotel Properties, Mandarin Oriental, Pacific Century, Samudera, SIA Engineering, Singapura Finance, Sing Investment & Finance, UIC, UOB Kay Hian and Yeo Hiap Seng. No sale trade was done.

I have accepted the following voluntary delisting/cash offer this month - Cityneon.

I have also participated in the following scrip dividend schemes - AA Reit, Frasers Commercial Trust, Oxley and UOA.

Next month will be the last one for this year. How time files! We are reaching the end of what had been a very volatile year for stock markets across the world. It is a good time to do some review and reflections on my portfolio for the year and think through how to tackle the markets for the upcoming year ahead.

I take this opportunity to wish all my readers - Happy Holidays!

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 30 November 2018

Top 30 Holdings (Sing$ Denominated shares)
1. Best World
2. Keppel T&T
3. Haw Par
4. United Engineers
5. Jardine C&C
6. Hong Leong Finance
7. Metro Holdings
8. Bonvests
9. Hotel Grand Central
10. Hotel Properties
11. Sing Investment & Finance
12. Stamford Land
13. Singapura Finance
14. Hong Fok
15. Far East Orchard
16. Hiap Hoe
17. Bukit Sembawang Estates
18. Hotel Royal
19. Tat Seng
20. LTC Corp
21. A-REIT
22. UOL
23. PM Data
24. GK Goh
25. ComfortDelgro
26. Isetan
27. Old Chang Kee
28. SGX
29. Amara
30. Yeo Hiap Seng

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaLand Mall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China - Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation
24. K1 Ventures - In Liquidation
25. Jaya Holdings - In Liquidation
26. DMX Technologies - In Liquidation
27. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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In what had been one of the worst month in the global markets in recent times, the STI dipped below 3000 points briefly during the month before closing strongly at 3018 points. But still, the closing level is much lower than last month. Technology related stocks were among the biggest losers, especially those with exposure to China manufacturing plants. The usual concerns of interest rate, trade tensions and the falling US markets contributed to our market weakness.

For this month, I have attended the following AGMs/EGMs/briefing - Chuan Hup, CapitaLand Mall Trust, Spindex and Tai Sin.

For my top 30 holdings, Wheelock Properties is out of the list after it had been delisted from SGX. I had subsequently executed my Sales Right after delisting. Best World did well after some buying from institutional investors ahead of their 3Q18 results. Spindex returned to the list after their 1Q numbers showed that their profit margin had recovered as yield from newer projects had stabilized. Meanwhile, STI index stocks like SGX dropped out of the list as they were affected by market selldown.

I have bought the following companies from the market this month - AIMSAMP Capital REIT, Amara, Asia Enterprises, Bonvests, Bukit Sembawang Estates, Bund Center, Far East Orchard, Hong Fok, Hongkong Land, IHH, Jardine C&C, Koh Brothers, Mandarin Oriental, Pacific Century, Singapura Finance, Sing Investment & Finance, Tan Chong International and Wing Tai. I have also reduced my stake in Global Invacom and closed my position in Raffles Infrastructure.

I have accepted the following voluntary delisting/cash offer this month - Chew's Group. I have also executed my Sales Right to require the offeror to acquire my shares in Wheelock Properties.

I have participated in the following preferential offer/rights issue this month - Hong Leong Asia.

I have also participated in the following scrip dividend schemes - China Everbright, Global Investments, Jardine Strategic, OCBC and QAF.

Next month will be another quite one. As usual, I will have to catch up on my readings. I will also be looking to re-investing my proceeds from those cash offers and Sales Right back into the markets prudently. With markets having recovered a bit from the selldown this month, there will be opportunities to selectively add onto my confident positions but I will continue to position my portfolio defensively due to the higher volatility being exhibited by the markets lately.

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 31 October 2018)

Top 30 Holdings (Sing$ Denominated shares)
1. Keppel T&T
2. United Engineers
3. Haw Par
4. Jardine C&C
5. Bonvests
6. Metro Holdings
7. Best World
8. Hong Leong Finance
9. Hotel Grand Central
10. Hotel Properties
11. Stamford Land
12. Singapura Finance
13. Sing Investment & Finance
14. Tat Seng
15. Hong Fok
16. Hiap Hoe
17. Far East Orchard
18. Hotel Royal
19. LTC Corp
20. Bukit Sembawang Estates
21. ComfortDelgro
22. A-REIT
23. GK Goh
24. PM Data
25. UOL
26. Isetan
27. Old Chang Kee
28. Spindex
29. VICOM
30. Venture

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaLand Mall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China - Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation
24. K1 Ventures - In Liquidation
25. Jaya Holdings - In Liquidation
26. DMX Technologies - In Liquidation
27. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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STI ended 3rd quarter of the year at around 3257 points, a slight increase from last month. It had been another volatile month for investors as US-China trade spat worsens. The month started badly but ended strongly as investors focus back on the economies.

For this month, I have attended the following AGMs/EGMs/briefing - SGX.

For my top 30 holdings, the main mover had been Keppel T&T. The stock did well after controlling shareholder Keppel Corp made a cash offer to buyout minorities of the company via scheme of arrangement. Best World also returned to the list as the selldown after their recent result announcement seems to be over. I will continue to add onto some defensive names in the list selectively as markets continue to be volatile going forward.

I have bought the following companies from the market this month - Bonvests, Chuan Hup, EnGro, Frasers Property, GL, Hong Leong Finance, Hongkong Land, Hotel Properties, Keppel T&T, Low Keng Huat, Shangri-La Asia, SIA Engineering, Sing Investment & Finance, Singapura Finance, UOB Kay Hian and Yeo Hiap Seng. No sell trade was done.

Next month, companies with financial year ending 30 June 2018 will be holding their AGMs. As usual, I will try to attend some of these meetings to get some updates from them. 

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 28 September 2018)

Top 30 Holdings (Sing$ Denominated shares)
1. Haw Par
2. Keppel T&T
3. United Engineers
4. Jardine C&C
5. Metro Holdings
6. Hotel Grand Central
7. Bonvests
8. Hong Leong Finance
9. Hotel Properties
10. Singapura Finance
11. Stamford Land
12. Tat Seng
13. Sing Investment & Finance
14. Hong Fok
15. Far East Orchard
16. Bukit Sembawang Estates
17. Hiap Hoe
18. UOL
19. Wheelock Properties
20. ComfortDelgro
21. Hotel Royal
22. LTC Corp
23. Best World
24. A-REIT
25. GK Goh
26. PM Data
27. Venture
28. Old Chang Kee
29. Isetan
30. SGX

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Mandarin Oriental
3. Hongkong Land
4. Dairy Farm
5. Jardine Matheson

Top Holdings (HK$ Denominated shares)
1. Shangri-La Asia
2. Tan Chong International
3. Fortune REIT

Top Holdings (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. Streettracks STI ETF
3. CapitaMall Trust
4. A-REIT
5. Challenger Technologies

My Hong Kong Stock Portfolio
1. Peace Mark Holdings - Under Voluntary Liquidation
2. Z-Obee Holdings Ltd

My Australia Stock Portfolio
1. GPS Alliance Holdings Limited

My Unlisted Company Portfolio
1. Automated Touchstone Machines Ltd
2. Iconic Global Limited
3. Dongshan Group Ltd (formerly known as Greatronic Limited)
4. General Magnetics
5. Fastech Synergy
6. Beauty China - Under Liquidation
7. Memory Devices
8. Jurong Tech - In liquidation - Compulsory winding up (Insolvency)
9. FM Holdings
10. Zhonghui - In liquidation - Compulsory winding up (Insolvency)
11. FerroChina - Under Liquidation
12. FirstLink Investments
13. NEL Group
14. Jets Technics
15. Guangzhao Industrial Forest - In liquidation - Compulsory winding up (Insolvency)
16. Hongwei Technologies Limited (In Provisional Liquidation)
17. FDS Networks Group
18. Aussino Group - In Liquidation - Creditors' voluntary winding up
19. China Oilfield Technology
20. China Milk Products Group - Under Liquidation
21. Pacific Healthcare
22. Eratat Lifestyle - In Liquidation
23. Fung Choi Media - In Liquidation
24. K1 Ventures - In Liquidation
25. Jaya Holdings - In Liquidation
26. DMX Technologies - In Liquidation
27. Europtronic Group

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
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