Stock market recovered much of its losses in the month of June. Market seemed to have digested the impact from the trade war, and any slight good news was enough to send the index upwards. So the truce in Sino-US trade war, though just kicking the can down the road, as enough to create some cheers.
STI rose 193 points or 6.22% in June, though everyone on the street was lamenting the business sentiment was not so good. My portfolio value increases by 5.7%, slightly lower then the index.
I subscribed to Frasers Centre Point Trust right issue and received some shares this month. I received also some shares from MLT, MIT and ESR Reit through scrip dividend scheme. No selling was done.
Dividend received this month was S$11,500, 1/3 from UT and 2/3 from shares. Total dividend received in the first half of the year was S$93,833.
Below are my top 30 share holding as at the end of the month June 2019.
1. IREIT Global
2. DBS
3. OCBC Bank
4. SingTel
5. SPH
6. CapitaComm Tr
7. ST Engineering
8. Frasers Comm Tr
9. Kep Inf Tr fKa CIT
10. Metro
11. Mapletree Log Tr
12. SGX
13. AIMSAMP Cap Reit
14. SATS
15. CapitaLand
16. Ascendas Reit
17. Keppel Corp
18. Sing Inv & Fin
19. Global Inv
20. YZJ Shipbldg SGD
21. Cache Log Trust
22. Ascendas-h Trust
23. Frasers Cpt Tr
24. Sembcorp Ind
25. Nam Lee Metal
26. United Engineers
27. Nikko AM STI ETF 100
28. Ascott Reit
29. Tai Sin Electric
30. Suntec Reit
https://sanye-investmentportfolio.blogspot.com/2019/07/portfolio-update-jun-2019.html
