Friend   Blog Post  Portfolio Transactions Update (Jun 2016)
Updates for my dividend portfolio for June 2016

I completed my reads and compiling my notes to put everything I learnt together, hope to come out with a new template soon.
  • Bought Comfort Delgro at 2.71
    • Reasons
      • Dividend Yield (3.14%), PB (~2.5x) and PE (~19x) has dropped to midway crisis levels, fair value, transferring funds from SCI to Comfort.
      • Do note that the counter is slightly illiquid.
      • Placed order at support, daily momentum seems to be reversing.
      • In hindsight, it was not a good entry point, could have waited slightly later before purchasing, if I would buy it at all.
TA for Comfort Delgro


FA For Comfort Delgro


  • Sell Sembcorp Industries at 3.00
    • Reasons
      • I realised I don't understand O&G very well. I'm not verse with market timing of O&G, which is very important in cyclical companies.


Read the full post on az-ra-el.blogspot

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