My stocks portfolio - Oct 2014

It has been a long journey since I started investing in Singapore stocks. I began buying stocks in the year 2007 at the onset of the last financial crisis. The market was peaking in that year. Then the financial crisis hit stock market around the world. By the time stock market bottomed, I had already lost nearly 60% of my portfolio value.

My perseverance and patience had paid off as I managed to recover all the previous losses through capital and dividend gains during the recovery period. I didn’t manage to calculate the time weighted annualized returns of my whole portfolio since 2007 but the cumulative returns including dividends stood at approximately +46%. However from the start of 2010, my annualized return was 9.41%.

The return was not that extraordinary simply because I had a diversified portfolio of local stocks. The peak number of stocks in my local portfolio was close to 50 at some point of time. Over the past few months, I had cut down the number of stocks by more than half. My new objective is clear. I must raise my cash level and at the same time to gain some exposure in the US market. It is a market with lots of great companies. So far, my Interactive Brokers account had accumulated gains of 84% till end of October. My current holdings in the US market are AAPL, GILD and SWKS.

Here is a summary of transactions for my local portfolio that I made in the month of October 2014.

Sold Keppel Corp, 235.86% gain (including dividends)

Sold Valuetronics, at 95.91% gain (including dividends)

Sold Starhub, at 90.18% gain (including dividends)

Sold SIA Engineering (CPF), at 29.34% gain (including dividends)

Sold Osim, at 12.64% loss (including dividends)

Bought Riverstone, new average price at $0.569

Stock	Mode	Unrealised P/L (SGD)	Stock	Mode	Unrealised P/L (SGD)
ARA	CASH	35.63%	FRASERS COMMERCIAL	CASH	6.90%
CAPITAMALL TRUST	CASH	8.76%	PARKWAY LIFE	CASH	26.16%
CDL HOSPITALITY	CASH	4.66%	RAFFLES MEDICAL	CASH	47.29%
CHINA MILK *	CASH	-100.00%	RIVERSTONE	CASH	69.52%
FIBRECHEM *	CASH	-100.00%	SILVERLAKE AXIS	CASH	155.83%
FAR EAST HOSPITALITY	CASH	-15.88%	STARHILL GLOBAL	CASH	-2.45%
FIRST REIT	CASH	45.77%	CAPITAMALL TRUST	CPF	2.34%
FRASERS CENTREPOINT	CASH	16.85%	PARKWAY LIFE	CPF	7.07%

	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%	-5.22%	4.12%	3.19%	-0.93%	0.73%	9.71%
2014	-2.44%	1.36%	2.58%	2.99%	3.52%	1.39%	0.25%	-0.09%	-1.18%	-0.36%
Annualized Return = 9.41%