It's been awhile since I update my blog. I did some adjustments in my portfolio and wish to exclude the stocks which I decided not to include in my retirement fund & dividend calculation purposes (see list below). Hence, to make things more organized, I have actually created another CDP joint account (since 1 person can only have one CDP acc)- let's call this Acc2, to store the excluded shares and recently also added more shares to that portfolio. I will slowly be transferring the excluded over to Acc2. Moving forward, I will not be adding anymore shares into Acc2 and won't be updating it anymore.
The way I ll be transferring is to use my cash allocated for retirement fund to buy shares through standard chartered and transfer it to Acc2.
I wont actually be transferring shares to Acc2 from my individual cdp acc; I'll buy shares using Stan Chart and transfer it to Acc2 e.g for DBS, I bought 300 shares using stan chart. Once I have accumulated 400 shares, I'll transfer to Joint Acc CDP.
So moving forward, I ll slowly be buying those shares shown below through stan chart and transfer it to Acc2.
Stocks excluded for retirement fund (excluded shares)
1. 1000 shares of ST Eng (transferred 1000 shares)
2. 400 shares of DBS (not yet transferred)
3. 1000 shares of Keppel Corp (not yet transferred)
4. 1000 shares of SGX (not yet transferred)
5. 5000 shares of 800Super (not yet transferred)
Current Acc2 shares:
Since SGX implemented the 100 shares/lot, I have been using more of Standard Chartered trading platform by buying hundred to few hundred shares at one time till I hit the desired no of shares and head over to stan chart to fill in the form to transfer to CDP and I plan to do so in future.
Standard Chartered Portfolio: (part of retirement fund)
I have divested SembCorp last year at a price of $3.70 which I regretted not selling when it hits about $4.84 where B and ASSI sold. I bought at $4.18 which makes it a loss of $500 (inc brokerage fees ex. div). Personally, I believe oil prices will eventually recover one day but it' ll be quite sometime am. So the current oil&gas share which I own is only Keppel Corp.
Other than buying shares through Stan Chart, I have also been buying Nikko STI ETF shares through POSB InvestSaver which allows me to do dollar costs averaging. I am funding it through the angpow money I've collected since young :) I bought at 2014 so the returns hasn't been fantastic since STI is still at 2.7k levels; but long term should be good.
That's for today. I ll also post my entry price for my individual acc soon, write up about SLA and some stocks under my watchlist.
(Btw, I am currently just showing my portfolio. Will write more on the transactions soon i.e why did I buy/sell those shares )
Individual Acc Portfolio (retirement fund)