My stocks portfolio - Jul 2013

My holding period return was 1.96% in the month of July 2013. Since the beginning of the year 2010, my overall holding period returns translate to 9.97% in annualised return.

There were 7 transactions in the month of July 2013.

Sold OKP, at 22.79% loss (including dividends)

Sold GMG, at 35.05% loss (including dividends)

Sold partial Riverstone, at 30.29% gain (excluding dividends)

Bought Low Keng Huat, average price at $0.700

Bought Starhill Global, new average price at $0.866

Bought Tat Hong, new average price at $1.290

Bought Osim, average price at $2.070

	Jan	Feb	Mar	Apr	May	Jun	Jul	Aug	Sep	Oct	Nov	Dec	FY
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%
2013	5.18%	2.33%	3.02%	1.95%	-2.98%	-3.45%	1.96%
Annualised Return = 9.97%

Stock	Mode	Unrealised P/L (SGD)	Stock	Mode	Unrealised P/L (SGD)
ARA	CASH	45.94%	ROXY PACIFIC	CASH	120.39%
BH GLOBAL	CASH	-34.29%	SABANA REIT	CASH	21.06%
CAPITAMALL TRUST	CASH	17.72%	SARIN	CASH	74.73%
CDL HOSPITALITY	CASH	-0.41%	SATS	CASH	11.87%
CHINA MILK *	CASH	-100.00%	SGX	CASH	13.97%
FIBRECHEM *	CASH	-100.00%	SIA ENGG	CASH	32.36%
FAR EAST HOSPITALITY	CASH	-5.23%	SILVERLAKE AXIS	CASH	42.02%
FIRST REIT	CASH	50.66%	STARHILL GLOBAL	CASH	-5.35%
FRASERS CENTREPOINT	CASH	16.50%	STARHUB	CASH	69.56%
FRASERS COMMERCIAL	CASH	-1.76%	ST ENGINEERING	CASH	12.44%
GUTHRIE	CASH	95.60%	TAI SIN	CASH	9.49%
KEPPELCORP	CASH	194.28%	TAT HONG	CASH	-9.69%
KINGSMEN CREATIVES	CASH	9.77%	TECK WAH	CASH	22.41%
LOW KENG HUAT	CASH	-3.13%	UOB-KAY HIAN	CASH	-10.09%
MAPPLETREE GCC	CASH	0.86%	VALUETRONICS	CASH	-20.20%
NOBLE GROUP	CASH	-39.29%	BH GLOBAL	CPF	-55.63%
OSIM	CASH	-1.22%	CAPITAMALL TRUST	CPF	5.46%
PARKWAY LIFE	CASH	31.97%	PARKWAY LIFE	CPF	25.77%
RAFFLES MEDICAL	CASH	38.44%	SIA ENGG	CPF	2.57%
RIVERSTONE	CASH	29.55%	SPDR GOLD	CPF	-17.04%