Friday, January 12, 2018

"Jan 18" - SG Transactions & Portfolio Update"

No.
 Counters
No. of Shares
Market Price (SGD)
Total Value (SGD) based on market price
Allocation %
1.
Comfortdelgro
85,000
2.03
172,550.00
28.0%
2.
M1
75,000
1.78
133,500.00
22.0%
3.
Fraser Logistic Trust
80,000
1.16
92,800.00
14.0%
4.
Ho Bee Land
30,000
2.54
76,200.00
11.0%
5.
ST Engineering
20,000
3.32
66,400.00
10.0%
6.
Vicom
8,000
5.81
46,480.00
8.0%
7.
EC World Reit
20,000
0.77
15,400.00
3.0%
8.
Warchest
-
-
12,000.00
2.0%
Total
615,330.00
100%

I'm excited to begin the new year with some new addition to the portfolio.

The market has been somewhat kind in this January where it has only gone in one direction and the portfolio also benefited a little from it.

If this is a preview of what's going to come for the next 11 months, then we can really see some serious wealth building there. Of course, if the market keeps valuing the company upwards, there's a serious chance I might cash out and look for other opportunities. But all else, I think they are good enough companies to keep for the longer term.



This month, I have accumulated more on Vicom for 1,400 shares at a price of $5.77. I thought they still represent a decent proposition for an alternative fixed deposit given that their vehicle outlook prospect is improving and I think the decent yield of 4.6% meanwhile would keep me happy in the bay given the lack of other options in the market.

I have also added EC World Reit, a new addition to the portfolio, for a small position of 20,000 shares at a price of $0.77. The Reit is currently headed by Alvin, someone whom I worked with previously and I've known him for a strong and strict personality who doesn't tolerate nonsense. The Reit has an auto reversion uplift to the master leases and are a proxy to the strong e-commerce growth in the China sector. They are currently yielding a decent 7.6% based on my entry price so I'll hold and monitor meanwhile.


Net Worth Portfolio

The portfolio has increased from the previous month of $613,516 to $615,330 this month (+0.01% month on month; +26% year on year).

It's still relatively early days so I am not expecting businesses to flourish overnight and things to change so fast.

It's another round of reporting season to look forward to so it's back to reviewing of business as usual.


Thanks for reading.

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11 comments:

  1. B, nice to see you making moves so early in the year..
    wouldnt vicom and CDG, have some overlap?
    your portfolio will be skewed towards the performance of the two counters.

    ReplyDelete
    Replies
    1. Hi FC

      Yeah I guess you are right, there's an overlap there between cdg and vicom so I am mindful about adding more to Vicom to it.

      I'd probably be diversifying a bit more this year with something outside of transportation related.

      Delete
  2. Hi Brian,

    Good start for the year, I also used up much warchest for investment to ride the bull market, haha. Time to update my portfolio soon too...

    For Vicom, why would you think that the prospect for vehicle is improving?

    Also, looking at other markets doing well, would you ever consider investing in other countries like HK or US?

    ReplyDelete
    Replies
    1. Hi EOTS

      Looks like we are on the same page, trying to catch the bull stage of the market :)

      I am exploring on options derivatives play on the US market. Long on US stocks does not fit my strategy at the moment so I'd be looking at other ways to try get on something.

      Delete
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    ReplyDelete
  4. How come I dont see your articles appearing on thefinance.sg nowadays? have u unsubscribed?

    ReplyDelete
    Replies
    1. Hi Anonymous

      Not sure.

      Checked with owners of finance.sg and seems its still there :)

      Delete
  5. i have been queuing for vicom at 5.68 for at least a month. order not fulfilled yet. Hmmm. maybe I got to adjust my purchase price or continue waiting =)

    ReplyDelete
    Replies
    1. Hi MIM

      I think its a little hard. Very illiquid volume haha.

      Delete
  6. Well explained.. Keep up the good work!IBS India appreciates your effort.
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    ReplyDelete
  7. Hello B

    Now that the markets are collapsing, are you taking the opportunity to sell to reposition/rebalance your portfolio with higher quality, given the current warchest? I am opening up my warchest now and deploying but not selling.

    Anonmymous A

    ReplyDelete

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