My Investment Portfolio (End Jan 2018)

Name	Port(%)	Shares	Current Value ($)
ST Engineering	11.24%	5,000	16,850
ComfortDelGro	9.81%	7,000	14,700
Keppel DC Reit	9.25%	9,700	13,871
Keppel Corp	9.25%	1,600	13,872
Frasers L&I Tr	7.60%	10,000	11,400
Raffles Medical	6.29%	8,501	9,436
SingTel	4.72%	2,000	7,080
OCBC Bank	4.31%	500	6,465
Wilmar Intl	4.27%	2,000	6,400
SingPost	3.44%	4,000	5,160
Sembcorp Marine	3.34%	2,000	5,000
Accordia Golf Tr	3.25%	7,000	4,865
CapitaCom Trust	3.24%	2,600	4,862
Sheng Siong	3.10%	5,000	4,650
Jumbo	2.94%	7,000	4,410
IREIT Global	2.84%	5,250	4,252
Suntec Reit	2.76%	2,000	4,140
Mapletree Com Tr	2.48%	2,200	3,718
M1	2.47%	2,000	3,700
Old Chang Kee	2.05%	4,000	3,080
Mapletree GCC Tr	0.84%	1,000	1,260
Hyflux	0.50%	2,000	750

Transactions made in Jan 2018:

- Sold 500 OCBC shares at $12.58 

- Bought 600 Keppel Corp shares at $8.45

Although I do not have many OCBC shares, I decided to take some profit as its price had rose way above its NAV. Ironically, OCBC rose up to $12.9 two days after I made the decision to take some profit. 

As for Keppel Corp, I increased my stake when its price dropped the day after it released its Q4 results. Although Keppel Corp reported a S$495 million loss in the fourth quarter, this was mainly due to provisions for the financial penalty and additional provisions for losses made to its Sete Brasil rig-building projects. While the oil and gas industry recovery is likely to be slow, I believe the demand will continue to rise despite there being other energy sources. 

Dividends received* in Jan 2018: $547.81 (CapitaLand Commercial Trust, Mapletree Commercial Trust, Suntec Real Estate Investment Trust, Keppel DC Reit)

Total dividends received since 2018: $547.81

Average dividends per month: $45.65

Total Portfolio Market Value: $149,921

* Dividends are recognised after ex-dividend (xd) date

# Excludes investments in Cryptocurrency since it is of high risk and with an investment fund which I am prepared to write off.

My Investment Portfolio (End Dec 2017)

Name	Port(%)	Shares	Current Value ($)
ST Engineering	11.18%	5,000	16,300
Keppel DC Reit	9.51%	9,700	13,871
ComfortDelGro	9.50%	7,000	13,860
OCBC Bank	8.50%	1,000	12,390
Frasers L&I Tr	7.95%	10,000	11,600
Raffles Medical	6.53%	8,501	9,521
Keppel Corp	5.04%	1,000	7,350
SingTel	4.90%	2,000	7,140
Wilmar Intl	4.24%	2,000	6,180
CapitaCom Trust	3.44%	2,600	5,018
SingPost	3.40%	4,000	4,960
Accordia Golf Tr	3.29%	7,000	4,795
Sheng Siong	3.17%	5,000	4,625
Suntec Reit	2.95%	2,000	4,300
IREIT Global	2.79%	5,250	4,069
Jumbo	2.74%	7,000	3,990
Sembcorp Marine	2.52%	2,000	3,680
M1	2.44%	2,000	3,560
Mapletree Com Tr	2.44%	2,200	3,564
Old Chang Kee	2.11%	4,000	3,080
Mapletree GCC Tr	0.84%	1,000	1,230
Hyflux	0.51%	2,000	750

Bought the following in Dec 2017:

- 5,000 ComfortDelGro shares at $1.91

- 1,000 Sheng Siong shares at $0.92

ComfortDelGro price has taken quite a beating. Despite the private hire business eroding into its taxi business margin in Singapore, with its business in other sectors and overseas countries, I feel that it is now a good time to increase my position in it and also average down. As for Sheng Siong, I am just increasing my stake slightly and averaging up my entry price. I like its dividends yield and the management track record.

Dividends received* in Dec 2017: $311,50 (SingTel, Accordia Golf Tr)

Total dividends received since 2017: $5,518.83

Average dividends per month: $459.9

Total Portfolio Market Value: $145,833

* Dividends are recognised after ex-dividend (xd) date

# Excludes investments in Cryptocurrency since it is of high risk and with an investment fund which I am prepared to write off.