My stocks portfolio - Dec 2012

My holding period return was 2.75% in the month of December 2012. Since the beginning of the year 2010, my overall holding period returns translate to 9.20% in annualised return. The year 2012 generated returns of 31.67% including dividends compared to 20.38% and -17.85% in the year of 2010 and 2011 respectively.

There were 3 transactions in the month of December 2012.

Sold partial Sarin, at 14.66% gain (excluding dividends)

Bought Nam Cheong, average price at $0.245

Bought Frasers Commercial Trust, average price at $1.325

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec
2010	-1.75%	1.36%	2.98%	4.36%	-7.12%	4.40%	4.49%	-1.38%	6.76%	3.09%	-1.61%	3.93%	20.38%
2011	-0.03%	-4.77%	2.07%	1.29%	-0.32%	-2.39	-0.33%	-8.34%	-6.53%	7.52%	-7.05%	0.52%	-17.85%
2012	9.41%	5.52%	2.62%	-0.22%	-3.13%	2.55%	2.84%	1.99%	4.27%	-0.34%	0.11%	2.75%	31.67%
Annualised Return = 9.20%

Stock	Mode	Unrealised P/L (SGD)	Stock	Mode	Unrealised P/L (SGD)
ARA	CASH	16.81%	RIVERSTONE	CASH	-3.64%
BH GLOBAL	CASH	-12.38%	ROXY PACIFIC	CASH	85.86%
BIOSENSORS	CASH	-2.45%	SABANA REIT	CASH	18.46%
CAPITAMALL TRUST	CASH	23.52%	SARIN	CASH	11.65%
CDL HOSPITALITY	CASH	17.06%	SGX	CASH	4.71%
CHINA MILK *	CASH	-100.00%	SIA ENGG	CASH	19.31%
FIBRECHEM *	CASH	-100.00%	SILVERLAKE AXIS	CASH	21.64%
FAR EAST HOSPITALITY	CASH	1.86%	SPDR GOLD	CASH	-5.32%
FIRST REIT	CASH	31.44%	STARHUB	CASH	46.05%
FRASERS CENTREPOINT	CASH	21.35%	ST ENGINEERING	CASH	7.63%
FRASERS COMMERCIAL	CASH	-0.63%	STX OSV	CASH	-14.97%
GENTING SINGAPORE	CASH	-0.54%	TAI SIN	CASH	-10.58%
GMG	CASH	-20.19%	TAT HONG	CASH	0.81%
GUTHRIE	CASH	45.05%	TECK WAH	CASH	20.73%
KEPPELCORP	CASH	212.77%	UOB-KAY HIAN	CASH	-13.29%
KINGSMEN CREATIVES	CASH	2.34%	VALUETRONICS	CASH	-23.32%
LIPPO MALLS	CASH	22.19%	BH GLOBAL	CPF	-40.84%
NAM CHEONG	CASH	7.89%	CAPITAMALL TRUST	CPF	10.66%
NOBLE GROUP	CASH	-21.65%	PARKWAY LIFE	CPF	8.17%
OKP	CASH	-12.29%	SIA ENGG	CPF	-7.54%
PARKWAY LIFE	CASH	13.49%	SPDR GOLD	CPF	0.01%
RAFFLES MEDICAL	CASH	12.64%