02 Jan '13, 9am

My Investment Portfolio (December 2012)

December 2012 had been a quiet month as most investors went on year-end holiday. STI managed to close at around 3160 points. US “fiscal cliff” again dominated the headlines for this month. For this month, I have attended the following AGMs/EGMs/briefings – GLP, Chemoil, MIIF, AsiasonsWFG (now known as ISR), Cougar, LippoMalls Trust, 2nd Chance, Transview, CFM, Miyoshi and Viz Branz. For my top 30 holdings, Old Chang Kee returned to the list and was a big mover as investors cheered the special dividend that had been declared. United Engineers and Far East Orchard also did well. I have bought the following companies from the market this month – Amara, Ascendas H Trust, Bonvests, CapitamallsAsia, Chip Eng Seng, Chosen, EnGro Corp, Haw Par, Hiap Hoe, Hotung, IFS, IPSCOM , Internet Technology Group, Keppel Corp, Koon, Lantrovision, Noel Gifts, OUE, PM Data, Raffles Medical, SHC...

Full article: http://thefinance.sg/2013/01/01/my-investment-portfolio-d...

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