My stocks portfolio - Aug 2013

My holding period return was -5.22% in the month of August 2013. Since the beginning of the year 2010, my overall holding period returns translate to 7.95% in annualised return.

There were 7 transactions in the month of August 2013.

Sold Guthrie, at 112.64% gain (including dividends)

Sold partial SGX, at 13.52% gain (excluding dividends)

Sold BH Global (Cash), at 33.49% loss (including dividends)

Bought SPH, average price at $3.980

Bought Starhill Global, new average price at $0.854

Bought First Reit, new average price at $0.844

Bought Roxy Pacific, new average price at $0.411

	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%	-5.52%
Annualised Return = 7.95%

Stock	Mode	Unrealised P/L (SGD)	Stock	Mode	Unrealised P/L (SGD)
ARA	CASH	34.04%	SARIN	CASH	67.47%
CAPITAMALL TRUST	CASH	7.86%	SATS	CASH	1.43%
CDL HOSPITALITY	CASH	-6.69%	SGX	CASH	8.59%
CHINA MILK *	CASH	-100.00%	SIA ENGG	CASH	25.02%
FIBRECHEM *	CASH	-100.00%	SILVERLAKE AXIS	CASH	39.20%
FAR EAST HOSPITALITY	CASH	-11.82%	SPH	CASH	-1.51%
FIRST REIT	CASH	22.07%	STARHILL GLOBAL	CASH	-10.38%
FRASERS CENTREPOINT	CASH	8.61%	STARHUB	CASH	61.85%
FRASERS COMMERCIAL	CASH	-9.29%	ST ENGINEERING	CASH	4.03%
KEPPELCORP	CASH	187.18%	TAI SIN	CASH	9.49%
KINGSMEN CREATIVES	CASH	10.40%	TAT HONG	CASH	-34.49%
LOW KENG HUAT	CASH	-8.15%	TECK WAH	CASH	14.02%
MAPPLETREE GCC	CASH	-9.33%	UOB-KAY HIAN	CASH	-10.09%
NOBLE GROUP	CASH	-45.06%	VALUETRONICS	CASH	-20.20%
OSIM	CASH	-4.11%	BH GLOBAL	CPF	-62.06%
PARKWAY LIFE	CASH	16.66%	CAPITAMALL TRUST	CPF	-3.37%
RAFFLES MEDICAL	CASH	28.12%	PARKWAY LIFE	CPF	11.18%
RIVERSTONE	CASH	32.76%	SIA ENGG	CPF	-3.12%
ROXY PACIFIC	CASH	67.86%	SPDR GOLD	CPF	-12.70%
SABANA REIT	CASH	15.35%