Portfolio December 2016

The purchases made this month are mainly due to their reduced price.

1. CMT - Purchased at an average price of $1.88 for a yield of 5.8%.
2. AReit - Purchased at an average price of $2.28 for a yield of 6.7%

Other trades in December.

3. Added to Best World

4. Added to Fraser Centrepoint Trust

5. Added to 800 Super
6. Added to Thai Beverage 

7. Added to SingTel
8. Divested Dairy Farm to raise cash
9. Divested QAF to raise cash
10. Divested ST Engineering to raise cash
11. Divested LHN due to lack of understanding of business.

Current dividend yield (based on purchase price) is 4.0%.

For Income (52.8%)

REIT (31.7%)

Parkway Life REIT

Fraser Centrepoint Trust
Starhill Global REIT

Capital Mall Trust
Ascendas REIT
CDL Hospitality REIT

Dividend Stocks (21.1%)

Straco
SingTel

Valuetronics

Micromechanics

For Growth, Turnaround and Punting (40.3%)

Growth Stocks (28.6%)

Best World

Raffles Medical
ISO Team

Turnaround (4.5%)

Food Empire

Punt (7.1%)

800 Super
Thai Beverage

ISEC