November has been quite a lull month in the local stock market. Market sentiment seemed to be dampened by the talk that US will scaled back the bond buying program next year, and the coming debt ceiling deadline early next year. Towards the end of the month, US market rallied, with index hitting highs. However, the local market went into an unusual lull period, moving side way for the past few days.
STI ended last month at 3176.35, down 1.07% from last month (October). My portfolio perform slightly worse than that, down 1.35% compared to a month ago. This could be timing issue, when counters go Ex Div, it usually drop a bit.
I did not do any trading this month. The only investment is receiving some Capital Retail China Trust units through subscription to rights issue. I also participated in script dividend scheme of MapletreeLog and Mapletree Ind Trust, as well as the rights issue from Ascott Reit.
Total dividend received this month was S$6,752, including those from UTs.
Here are my top 30 holdings as at 29 November. There is no change in the participant list, lest some changing of positions.
3. OCBC Bk
5. Semb Corp
6. ST Engineering
7. SP AusNet
16. Nikko AM STI ETF 100
17. Kep Corp
20. Sing Inv
23. Sabana Reit
Socks! Socks! My Kingdom for some socks!
11 hours ago