Portfolio Update Sep 2020

Portfolio value increases $9k to $206k mainly due to more than $7k of capital injections.

I nibbled Mapletree Logistics Trust, topped up Sembcorp Marine received from the demerger from Sembcorp Industries and added Aims Apac Reit.

See related posts:

Nibbled Mapletree Logistics Trust and Sembcorp Marine

Added Aims Apac Reit

The local stock market has generally been stagnant. Corporate actions such as the impending equity fund raising by Frasers Centrepoint Trust and merger between CapitaLand Mall Trust and CapitaLand Commercial Trust did not help to propel these Reits higher but caused massive exodus of foreign funds instead.

I am happy that they stay this way so that I can still add on more Reits and bank counters at decent valuations for the rest of the year. As 3Q 2020 ends, we shall await the quarterly reporting season and get to know the dividends to be received in Oct to Nov period.

Total Portfolio Value = $206k

The SRS portfolio remains largely stagnant and dips $1.1k to $68.7k. 

Thanks for reading.

With love & peace,
Qiongster