My Portfolio End Nov 2020

Since my last portfolio there are many changes, as I'm re-position my portfolio. In my last portfolio, I mention that I make 2 bad choice in investing ESR and Starhill REITs. I have sold them away this month. Start investing from late April till now, earning only $2,172.00 dividend. Will try to improve on future dividend earning.

Stock	Holding	Unrealised P/L	Period of investment
SATS Ltd. (S58.SI)	6,000	40%	Long term
SIA Engineering (SIAE.SI)	6,000	14%	Long term
Mapletree Commercial Trust (N2IU.SI)	5,000	10%	Long term
CapitaLand Retail China Trust (AU8U.SI)	14,000	1%	Long term
Frasers L&C Trust (BUOU.SI)	5,000	12%	Long term
UMS Holdings Limited (558.SI)	16,300	6%	Short term
Frencken Group Limited (E28.SI)	6,600	15%	Short term

This month transaction

Sold

SIA Engineering sold 5,000 @$1.93 9% profit (planning to average down when price drop back)

Suntec sold all 4,000 @1.43 beak even 

Lendlease sold all @$0.66 cut loss 7.6% (planning to buy back when price drop to $0.60)

Starhill sold 11,000 @$0.47 break even

Starhill sold 11,000 @$0.49 1% profit

ESR-REIT sold all @$0.41 4% profit

Sembcorp Marine 27,000 @0.171 25% profit (use the money from Lendlease transaction, haha)

Buy

Sembcorp Marine 27,000 @$0.136

Frasers L&C Trust 5,000 @$1.24 

Future Plan

Planning to add MINT for long term investment.

From TA point of view, MINT price will drop further, planning to buy at around price $2.85.

Wanted to add more FLCT but boat left, will wait for next boat. Hehe