August 17 Portfolio Update

Another month ended already, let me take a look at my portfolio again. I reviewed all the latest financial reports of the companies I am holding, and decided not to sell any of them. I think LHT's result is the most disappointing one, as their half year net profit decreased 49.9% compare with last year result. But given that their operating cash inflow is actually more than previous year, I decided to hold on to the stock first, and I really hope that the management can find more ways to increase their revenue.

In August STI index drops around 1.57%, not very bad. My portfolio decreased around 1.651%, so not as bad as I thought (given LHT drops alot). I decided to add more Keong Hong shares in my portfolio, as I think their recent business activities will benefit the company. I decided to use more than 40% of my portfolio to buy Straits Trading after I studied their reports since 2008, I found that the company could have alot of potential. These actions against my previous opinion after I sold OKP, but I hope my study will benefit my portfolio in the future.

No.	Stock	No. of Shares	Ave.Price	CurrentPrice	MarketValue	%Portfolio
1	COMFORTDELGRO	3,800	2.53	2.29	8,702.00	7.30%
2	SIA	800	10.7	10.31	8,248.00	6.92%
3	LHT	8,000	0.755	0.62	4,960.00	4.16%
4	PEC	9,500	0.655	0.64	6,080.00	5.10%
5	PNE INDUSTRIES	5,900	1.06	0.99	5,841.00	4.90%
6	TAI SIN ELECTRIC	20,000	0.44	0.435	8,700.00	7.30%
7	STRAITS TRADING	20,000	2.52	2.45	49,000.00	41.13%
8	KEONG HONG	54,000	0.4716	0.49	26,460.00	22.21%
	CASH				1,151.00	0.97%
	Total	-	-	-	119,142.00	100.00%

I just take a look at my dividend history, and realised I received 1,928.70 SGD as dividend in total since Jan 2017. It sounds quite good to me (: I was holding too much cash at beginning of the year, which lower my dividend return. If next year dividend is similar to this year, then my current portfolio can generate more than 5k dividend!

Anyway STI recently really no power to move ): Lets see how it goes in September.

Thanks for reading.