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tion and high oil price eventually us fed raised its benchmark interest rate for the first time in three years volatility in the markets had increased as compared to last month for my top 30 holdings this month most holdings tracked the market down guocoland and f n returned to the list replacing multi chem and singtel main contributors include hong fok and frencken detractors include singapore land group sgx uol and straits trading i have bought the following companies from the market this month advanced avi tech banyan group bonvests brook crompton bund center captii city developments credit bureau asia delfi f n far east orchard frasers property guocoland haw par hiap hoe hl global ho bee land hock lian seng hong fok hong leong finance hotel grand central hotel royal hotung ifs capital indofood agri jardine c c jardine matheson karin koda ksh metro mewah mtq new toyo oue overseas education pne industries qian hu raffles medical riverstone sing holdings singapura finance stamford land straco straits trading tuan sing tye soon uoa vicplas wing tai wong fong and yeo hiap seng no sale trade was done i have participated in the following scrip dividend schemes cse global global investments and jardine matheson next month companies with financial year ending 30 june 2026 will be holding their agms as markets had corrected quite a bit this month after hitting all time highs i will continue to invest at a much slower pace as usual i will be more conservative in terms of portfolio positioning and will also be holding more cash my s pore stock portfolio top holdings cash investment only correct as at 30 september 2026 top 30 holdings sing denominated shares 1 ifast 2 the hour glass 3 uob kay hian 4 hong fok 5 hong leong finance 6 sing investment finance 7 hong leong asia 8 dbs 9 singapore land group 10 sgx 11 hotel properties 12 wing tai 13 frencken 14 stamford land 15 bonvests 16 ocbc 17 engro 18 great eastern 19 uol 20 st engineering 21 sembcorp industries 22 hotel grand central 23 jardine c c 24 sbs transit 25 guocoland 26 bukit sembawang estates 27 singapura finance 28 far east orchard 29 straits trading 30 f n top holdings us denominated shares 1 hongkong land 2 jardine matheson 3 tj da ren tang 4 dfi retail group top holdings hk denominated shares 1 tan chong international 2 shangri la asia top 5 holdings cpf oa investment 1 streettracks sti etf 2 keppel ltd 3 capitaland integrated commercial trust 4 capitaland ascendas reit 5 penguin international my hong kong stock portfolio 1 peace mark holdings under voluntary liquidation 2 alpha professional holdings ltd formerly known as z obee holdings ltd my australia stock portfolio 1 gps alliance holdings limited my unlisted company portfolio 1 iconic global limited 2 dongshan group ltd formerly known as greatronic limited 3 general magnetics 4 fastech synergy 5 memory devices 6 jurong tech in liquidation compulsory winding up insolvency 7 fm holdings 8 ferrochina under liquidation 9 firstlink investments 10 nel group 11 jets technics 12 hongwei technologies limited in provisional liquidation 13 fds networks group 14 china oilfield technology 15 china milk products group under liquidation 16 pacific healthcare 17 fung choi media in liquidation 18 europtronic group in liquidation compulsory winding up insolvency 19 attilan group 20 equatoriale holdings 21 china haida 22 chaswood resources labels portfolio posted by ghchua at 5 52 pm 0 comments saturday september 05 2026 my unit trust asset allocation dear all after nearly one year i guess it is time for another summary on my unit trust asset allocation you can refer to my previous one at the link below https ghchua blogspot com 2025 09 my unit trust asset allocation html for asset classes i have done nothing much other than consistently adding onto the list of unit trusts that i had been holding for cpf investments i have been a bit more aggressive for the past one year adding onto my global asia pacific excluding japan and emerging markets equity funds on market corrections having said that i have been adding onto my short duration bond fixed income fund too this had resulted in a slightly increased equity allocation to above 80 for balanced funds i have continued to add onto them using cpf sa monies for geographic exposure emerging markets japan singapore taiwan and korea funds were the out performers in the portfolio asia pacific excluding japan and asia excluding japan funds also did well laggards include single country equity funds with exposure to india and indonesia going forward my strategy is to add onto existing funds while continue to maintain a more defensive positioning in terms of asset allocation i would not commit into adding more to equity or fixed income funds as expectations on higher interest rate might continue to pressure fixed income funds especially on the longer end the key is still to keep fixed income duration exposure short which means i will still be looking at short duration bond fixed income funds for equity funds the key is to avoid concentration risk which means looking at regional and or global equity instead of single country funds asset class equity 81 00 balanced 12 64 fixed income 6 36 geographic global 18 36 asia pacific excluding japan 14 97 emerging markets 14 78 japan 12 63 singapore 8 93 us 7 58 asia excluding japan 6 19 taiwan 5 41 europe including uk 2 78 korea 2 75 thailand 1 68 india 1 49 malaysia 1 25 indonesia 1 20 welcome comments if any on my unit trust asset allocation labels cpf others portfolio strategy unit trust posted by ghchua at 1 14 pm 5 comments monday august 31 2026 my investment portfolio august 2026 sti ended august at 5755 points up more than 2 for the month lifted again by the banks markets had continued to be concerned with interest rate outlook tariff news us iran war progression oil price and ai related stories volatility in the markets had further decreased as compared to last month for my top 30 holdings this month it had been again another mixed list of performance straits trading and far east orchard returned to the list replacing pm data and haw par main contributors include sgx dbs multi chem ocbc sembcorp industries st engineering and sbs transit detractors include uol engro jardine c c and bukit sembawang estates i have bought the following companies from the market this month anchun asia enterprises baker tech bonvests bund center cfm delfi f n far east orchard frasers property heeton hiap hoe hl global ho bee land hock lian seng hong fok hotel properties hotung indofood agri intraco ipc corp jardine matheson karin keong hong koh brothers metro mewah mindchamps myp new toyo noel gifts oue overseas education pne industries raffles medical sing holdings singapore land group singapore shipping singapura finance stamford land straco tuan sing vibrant group wing tai yanlord yeo hiap seng and yhi no sale trade was done i have accepted the following equal access offer this month shs holdings i have participated in the following preferential offer rights issue global invacom i have also participated in the following scrip dividend schemes aspial corp boustead singapore singapore shipping and stamford land next month will be a quiet month as the financial result reporting season for most companies had ended as usual i will be focusing on my portfolio and looking at ways to seek more value in the market with expected headwinds ahead i will continue to position my portfolio more defensively my s pore stock portfolio top holdings cash investment only correct as at 31 august 2026 top 30 holdings sing denominated shares 1 ifast 2 the hour glass 3 uob kay hian 4 hong leong asia 5 sgx 6 sing investment finance 7 hong leong finance 8 singapore land group 9 dbs 10 hong fok 11 hotel properties 12 wing tai 13 multi chem 14 uol 15 bonvests 16 engro 17 great eastern 18 ocbc 19 stamford land 20 frencken 21 sembcorp industries 22 st engineering 23 jardine c c 24 hotel grand central 25 sbs transit 26 singtel 27 straits trading 28 bukit sembawang estates 29 far east orchard 30 singapura finance top holdings us denominated shares 1 hongkong land 2 jardine matheson 3 tj da ren tang 4 dfi retail group top holdings hk denominated shares 1 tan chong international 2 shangri la asia top 5 holdings cpf oa investment 1 streettracks sti etf 2 keppel ltd 3 capitaland integrated commercial trust 4 capitaland ascendas reit 5 penguin international my hong kong stock portfolio 1 peace mark holdings under voluntary liquidation 2 alpha professional holdings ltd formerly known as z obee holdings ltd my australia stock portfolio 1 gps alliance holdings limited my unlisted company portfolio 1 iconic global limited 2 dongshan group ltd formerly known as greatronic limited 3 general magnetics 4 fastech synergy 5 memory devices 6 jurong tech in liquidation compulsory winding up insolvency 7 fm holdings 8 ferrochina under liquidation 9 firstlink investments 10 nel group 11 jets technics 12 hongwei technologies limited in provisional liquidation 13 fds networks group 14 china oilfield technology 15 china milk products group under liquidation 16 pacific healthcare 17 fung choi media in liquidation 18 europtronic group in liquidation compulsory winding up insolvency 19 attilan group 20 equatoriale holdings 21 china haida 22 chaswood resources labels portfolio posted by ghchua at 6 18 pm 2 comments friday july 31 2026 my investment portfolio july 2026 sti ended july at 5628 points up around 9 for the month lifted by the banks markets had been focused initially on jobs and then ppi data in us and its effect on interest rate in the upcoming us fed meeting also the middle east situation remains fluid as us launched fresh attacks on iran and said the ceasefire was over meanwhile tech sector weakness towards the end of the month contributed to more concerns on spending and debt for ai related stocks and competition from china volatility in the markets had increased as compared to last month for my top 30 holdings this month it had been a mixed list of performance but overall tracked the market great eastern ocbc and singtel returned to the list replacing far east orchard koh brothers and straits trading main contributors include uob kay hian dbs engro and jardine c c detractors include frencken sembcorp industries and pm data i have bought the following companies from the market this month anchun avepoint banyan group bonvests bukit sembawang estates bund center captii casa comfortdelgro credit bureau asia delfi engro f n first sponsor heeton hiap tong hl global ho bee land hock lian seng hong fok hong leong finance hosen hotel grand central hotel royal ifs capital indofood agri intraco ipc corp jardine c c karin koh brothers ksh metro mewah myp nippecraft oue pne industries pollux raffles medical sin heng sing holdings singapore shipping singapura finance straco straits trading tuan sing wing tai yeo hiap seng and yhi no sale trade was done i have participated in the following scrip dividend scheme isdn next month will be another financial reporting season with companies having financial year ending 31 december 2026 will continue reporting their half year results as usual i will be going through some of those results i will also continue to re invest dividends received slowly back into the markets while remaining prudent in deploying them during these volatile times my s pore stock portfolio top holdings cash investment only correct as at 31 july 2026 top 30 holdings sing denominated shares 1 ifast 2 uob kay hian 3 the hour glass 4 hong leong asia 5 sing investment finance 6 hong leong finance 7 sgx 8 singapore land group 9 hong fok 10 dbs 11 hotel properties 12 uol 13 engro 14 wing tai 15 bonvests 16 great eastern 17 stamford land 18 frencken 19 jardine c c 20 bukit sembawang estates 21 ocbc 22 multi chem 23 haw par 24 hotel grand central 25 pm data 26 sembcorp industries 27 st engineering 28 singtel 29 sbs transit 30 singapura finance top holdings us denominated shares 1 hongkong land 2 jardine matheson 3 tj da ren tang 4 dfi retail group top holdings hk denominated shares 1 tan chong international 2 shangri la asia top 5 holdings cpf oa investment 1 streettracks sti etf 2 keppel ltd 3 capitaland integrated commercial trust 4 capitaland ascendas reit 5 singtel my hong kong stock portfolio 1 peace mark holdings under voluntary liquidation 2 alpha professional holdings ltd formerly known as z obee holdings ltd my australia stock portfolio 1 gps alliance holdings limited my unlisted company portfolio 1 iconic global limited 2 dongshan group ltd formerly known as greatronic limited 3 general magnetics 4 fastech synergy 5 memory devices 6 jurong tech in liquidation compulsory winding up insolvency 7 fm holdings 8 ferrochina under liquidation 9 firstlink investments 10 nel group 11 jets technics 12 hongwei technologies limited in provisional liquidation 13 fds networks group 14 china oilfield technology 15 china milk products group under liquidation 16 pacific healthcare 17 fung choi media in liquidation 18 europtronic group in liquidation compulsory winding up insolvency 19 attilan group 20 equatoriale holdings 21 china haida 22 chaswood resources labels portfolio posted by ghchua at 6 03 pm 0 comments tuesday june 30 2026 my investment portfolio june 2026 sti ended mid year at around 5170 points up around 2 6 for the month of june positive jobs data in us earlier in the month had triggered concerns on rate hike which had prompted some sell off especially on tech related and ai ones after a good run last month developments in middle east new us fed chairman and ai related ipo stocks in us had been closely monitored by the markets as well with us iran peace deal led to market recovery later before another selldown towards the end of the month volatility in the markets had increased as compared to last month for my top 30 holdings this month most in the list did not do well although sti was up for the month engro sbs transit and straits trading returned to the list replacing tat seng hiap hoe and yeo hiap seng main contributors include the hour glass sgx dbs and haw par detractors include hong leong asia uob kay hian singapore land group koh brothers far east orchard and jardine c c i have bought the following companies from the market this month advanced asia enterprises bonvests bund center captii casa credit bureau asia delfi engro f n far east orchard federal international global investments golden agri goodland hiap tong ho bee land hock lian seng hong fok hong leong finance hosen hotel grand central ifs capital indofood agri ipc corp jardine c c jardine matheson karin ksh metro mewah mtq new toyo nippecraft oue overseas education raffles medical sakae sing holdings singapore shipping singapura finance straco straits trading tuan sing tye soon union steel vicplas wing tai yanlord and yeo hiap seng no sale trade was done next month will be another agm season with companies having financial year ending ...