The catching up for lost time edition. This is the first trading month for the new quarter. Here’s my updated portfolio:

REITS have performed strongly this month with dividends and capital growth, resulting in a strong month for me from the previous quarter. Looking at the other REITS performance, i believe there’s more upside for Cache and Suntec. First REIT have went up by a lot so in the short term, it might stay at this level. HPH still sorting out their issues but I am holding on this time round.

Thursday will be the first trading day of May. Sell in May and go away? Maybe it’s a good time to buy some more In the meanwhile, I am not looking to add new positions.

UPDATE (21 May): Bought 12 more lots of Cache Logistics at $1.40, 2 lots of Suntec REIT at $1.885 and 2 lots of First REIT at $1.385

UPDATE (22 May): Bought 2 lots of HPH Trust at $1.03

Finally we have reached the end of the trading day for the first quarter of 2013. Here’s my updated portfolio:

Cache Logistics (68 lots) Average: $1.305

First REIT (8 lots) Average: $1.105

Keppel Corp (3 lots) Average: $11.645

Cash: 12% of Portfolio

YTD Profit / Loss: -$574.57 (Not including dividends)

YTD Dividends: $1,467.08 (Not including the latest XD from Cache)

If not for dividends, my quarter would have ended in a loss (in contrast to STI gaining 4.6%). So lessons learnt: Switching between quality stocks is not good.  A buy and hold strategy seems to suit me better. Let’s hope for a better quarter!

UPDATE (16 Apr): Sold all my Kep Corp at $11.27. Prices looks very weak even with the upcoming CA. Bought 8 lots of HPH Trust at $1.04. Decided to give it another shot – A small shot

UPDATE (18 Apr): Bought back 8 lots of Suntec REIT at $1.95. I looking for a retail REIT and it’s still under it’s NAV.

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As mentioned earlier in an update of my previous post, I bought into HPH Trust and almost wiped out my YTD profit. This is a classic case of do not invest in what you are not sure of (at least not everything). I just looked at the yield and went straight in. At the end of the day, I might still recover and even make a tidy profit on HPH Trust but I did not like how the price is moving. So selling will make me at peace

As it stands, I got back Cache and bought some First REIT (checking out the Healthcare sector). Here’s my portfolio:

Cache Logistics (68 lots) Average: $1.305

Suntec REIT (8 lots) Average: $1.245

First REIT (8 lots) Average: $1.105

Cash: 18% of Portfolio

YTD Profit / Loss: $1,878.94 (Not including dividends)

YTD Dividends: $1,467.08

UPDATE (13 Mar): Got 2 lots of Kep Corp at $11.64. There is some weakness in the price today due to some news. With the upcoming CA and to diversify my portfolio a little, I made the decision to purchase 2 lots.

UPDATE (18 Mar): Sold Suntec at $1.72 and got 1 more lot of Kep Corp at $11.65.

Happy Lunar New Year guys!

Huat arh!

- Portfolio -

A brief update on my portfolio. Just gotten 88 lots of HPH Trust at $1.04. STI is going to levels last seen during the super bull run. Still looking around, sitting on 23.7% cash. Anybody’s guess now

HPH Trust (88 lots) Average: $1.040

Suntec REIT (8 lots) Average: $1.245

YTD Profit / Loss: $3,382.99 (Not including dividends)

YTD Dividends: $1,467.08

UPDATE (22 Feb): Sold all HPH Trust at $1.01. Did not like how it is moving so decided to cut loss. This almost wiped out my realized gain for the year but well, at least I feel more at ease

Managed to get 15 lots of Cache at average price of $1.303.

UPDATE (25 Feb): Got 53 more lots of Cache at around $1.305 and 8 lots of First REIT at $1.105.

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Sold my all my Ascendas H Trust at 0.985. The stock didn’t move much after positive news and results so decided to take profit. Bought 18 more lots of Cache Logistics on the same day. Here’s my updated portfolio:

Cache Logistics (68 lots) Average: $1.196

Suntec REIT (8 lots) Average: $1.245

YTD Profit / Loss: $3,166.73 (Not including dividends)

YTD Dividends: $1,467.08

On a side note, look at CMPacific. It’s 0.945 now. It totally proved me wrong when I suspected I wouldn’t be able to sell 30 lots at one go. I guess we all have to ask why we bought the shares in the first place. No regrets though as it was a profitable trade

UPDATE (6 Feb): Sold all Cache Logistics at 1.275. Didn’t want to hold over CNY

Happy New Year guys!

Time of the year to review and reflect

Some updates on my portfolio:

I have sold my SingTel shares at $3.33, have around 25K cash now (looking for better options)

Ascendas H Trust (20 lots) Average: $0.899
Cache Logistics (50 lots) Average: $1.173
Suntec REIT (8 lots) Average: $1.245

Just sold my all my Sabana REIT at 1.12. Channelling the funds into my other existing shares to have a more effective portfolio.

Bought 20 lots of Cache Logistics, 10 lots of Ascendas H Trust and 10 more lots of CMPacific. Here’s my updated portfolio:

Ascendas H Trust (20 lots) Average: $0.899
Cache Logistics (30 lots) Average: $1.135
CMPacific (30 lots) Average: $0.724
SingTel (3 lots) Average: $3.160
Suntec REIT (8 lots) Average: $1.245

YTD Profit / Loss: $7,086.13 (Not including dividends)
YTD Dividends: $2,699.83

The dividends yields are low as I purchased the shares after July 2012.

UPDATE (26 Dec): Sold all CMPacific at $0.76. Decided that the transaction volume is too low to hold 30 lots, will be reinvesting into existing stocks in my portfolio. Merry X’mas and a happy new year!

UPDATE (27 Dec): Bought 20 more lots of Cache. Average: $1.173 (50 lots)

Temasek sold millions of SingTel shares this morning, managed to get some at 3.16 during the matching (It’s only 5% yield at this price so didn’t want to get more). Bought more CMP at 0.725 and Sabana REIT at 1.14

Along the way, I sold YZJ at 1.03 and Valuetronics at 0.205 as I couldn’t get more than 9 lots at 0.199.

Here’s my portfolio after the recent purchases:

Ascendas H Trust (Avg: $0.878) 10 lots
Cache Logistics (Avg: $0.995) 10 lots
CMPacific (Avg: $0.709) 20 lots
Sabana REIT (Avg: $1.093) 20 lots
SingTel (Avg: $3.16) 3 lots
Suntec REIT (Avg: $1.245) 8 lots

Getting harder to find value stocks. I guess have to wait for better chances before adding more positions.