The global equity market is still very much affected by the Sino-US trade relationship. Speculations that a "historic" trade deal may be reached between the two giants supported the market sentiment in February, and the market continues to recover. However many investors are still waiting for more concrete news or signs so the upward movement is kept in check.
STI rose 27.93 points, or 0.88% in the month of February, despite the not so good export data in January. My portfolio value moved up 0.78%, a touch below the index.
I accepted the tender offer and sold all my M1 shares in the month. No other trade was done in February. I opted to receive scrips for some REIT dividend, but those will be settled in next month.
Total dividend received in February amounts to S$22,440. Quite a big part of it comes from coupon payments from corporate bonds and dividends from unit trust.
Below are my top 30 share holdings as at 28 February.
1 ComfortDelGro
2 DBS
3 OCBC
Bank
4 SingTel
5 SPH
6 CapitaComm
Tr
7 ST
Engineering
8 Frasers
Comm Tr
9 Metro
10 Kep
Inf Tr fKa CIT
11 SGX
12 AIMSAMP
Cap Reit
13 SATS
14 Mapletree
Log Tr
15 CapitaLand
16 Sing
Inv & Fin
17 Sembcorp
Ind
18 Keppel
Corp
19 Ascendas
Reit
20 Global
Inv
21 YZJ
Shipbldg SGD
22 Nam
Lee Metal
23 United
Engineers
24 Cache
Log Trust
25 Nikko
AM STI ETF 100
26 Tai
Sin Electric
27 Ascendas-h
Trust
28 Suntec
Reit
29 OUE
30 Frasers
Cpt Tr
