My Investment Portfolio (End Feb 2018)

Name	Port(%)	Shares	Current Value ($)
ST Engineering	11.78%	5,000	17,050
ComfortDelGro	9.82%	7,000	14,210
Keppel DC Reit	9.38%	9,700	13,580
Keppel Corp	8.87%	1,600	12,832
Frasers L&I Tr	7.53%	10,000	10,900
Raffles Medical	6.76%	8,501	9,776
SingTel	4.67%	2,000	6,760
OCBC Bank	4.51%	500	6,530
Wilmar Intl	4.46%	2,000	6,460
SingPost	3.84%	4,000	5,560
Sheng Siong	3.23%	5,000	4,675
Accordia Golf Tr	3.12%	7,000	4,515
CapitaCom Trust	3.11%	2,600	4,498
Sembcorp Marine	2.93%	2,000	4,240
Jumbo	2.76%	7,000	3,990
Ascendas Reit	2.75%	1,500	3,975
Suntec Reit	2.74%	2,000	3,960
M1	2.42%	2,000	3,500
Mapletree Com Tr	2.39%	2,200	3,454
Old Chang Kee	2.09%	4,000	3,020
Mapletree GCC Tr	0.82%	1,000	1,190
IREIT Global	0.03%	50	40.25

This month was a relatively busy month for me. I cannot even remember when was the last time I made so many transactions in a month. Transactions made in Feb 2018:

- Sold 2000 Hyflux shares at $0.32
- Received 200 Hyflux Shop shares 
- Sold 5200 IREIT Global shares at $0.78 

- Bought 1500 Ascendas Reit shares at $2.57

I need to mention that specifically for Hyflux, I sold it at a loss of 67.2%! I had bought it in 2013 when it was $1.16. Ouch. What a painful lesson!

Dividends received* in Feb 2018: $104 (Singapore Post, Jumbo Group)

Total dividends received since 2018: $687.47

Average dividends per month: $57.29

Total Portfolio Market Value: $144,715

* 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 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.