Drip of Dividends – November 2017 Portfolio
We are now nearing the last month of the year. Just one more month to go and a new cycle begins. 2017 has been a pretty interesting year for me. More on that in the year-end review towards the end of December. I will be doing up a year in review for Drip of Dividend combined with my Portfolio holdings for the year.
Meanwhile, below is the movement of the holdings for the month of Nov 2017. Bought into RAZER (HK:1337) after the HK IPO – had earlier tried with applying for 1,000 units, but was unable to receive any – so had them purchased on the first trading day. There were also a few IPOs in HK market and the SG market.
- CIMB S&P Ethical APAC Div ETF (-300)
- Maybank (-100)
- Fraser Log & Ind Trust (-100)
- HPH Trust (-800)
- MRCB Quill REIT
- Berjaya Corp
- Healthway Medical
- Ascendas H Trust
- Ascott REIT*
|Healthway Medical||SG: 5NG||10,000|
|Ascott REIT||SG: A68U||400|
|Hatten Land Ltd||SG: PH0||2,400|
|Ascendas H Trust||SG: Q1P||400|
|Genting Berhad||MY: 3182||100|
|Berjaya Corp||MY: 3395||200|
|YTL H REIT||MY: 5109||900|
|MRCB Quill REIT||MY: 5123||700|
|PAV REIT||MY: 5212||400|
- MAYBANK RM23.00 (Holdings sold off)
- Hatten Land S$1.20
This month saw quite a substantial adjustment to market holdings and trying to find the balance to yield and capital appreciation planning for 2019. The portfolio to be built up will be shifting to focus in Asia for 2019. Will be writing about a multi-region investing article in the coming month. Taking a back seat from the USA market, for now. The holdings within Asia will be growing on a monthly basis via the monthly investment plans available to build up in the near term while keeping some liquidity for IPO and future bulk investment in non-MIP counters.
Time flies by very quickly, ever so that sometimes we get swept away by reading daily news updates and keeping abreast of what is happening in the region on Earth that we live in. As much as we try to be in the know, sometimes, events happen before us with little reaction time – this is how the Stock Market unveils itself at times. Unless perhaps when you use Artificial Intelligence (AI) to invest you could time your next movement. For now, I am not using any form of AI, so it is pretty much manual work at best.