My 6 months Journey Today

Company	Units	Portfolio (%)	FY15 Collected Dividends
Lee Metal Holdings	10,000	12.79%	$80.00
Singapore Telecom	1,200	20.50%	$0.00
Cache Logistics Trust	2,500	10.08%	$42.80
AIMS AMP Captial REIT	2,100	11.78%	$47.60
Sembcorp Industries Corp	500	8.03%	$25.00
StarHub (SRS)	1,000	16.10%	$100.00
Keppel Corp	200	5.50%	$0.00
Dairy Farm International (USD)	200	7.67%	$0.00
NOL	1,500	7.57%	$0.00

Nothing much has changed except the dip in share prices bought  pre 24 August 2015. Dividends collected $335 with a 5.14% Dividend Yield. 

Reflecting back, one of the biggest mistakes was hastily to open a position on Singtel once i saw a dip. As  you can see it makes up a bulk, 20% of my portfolio together with Sembcrop and Starhub. I am looking to wait for the STI index to drop to 2750 range and start accumulating. 

Dairy farm, which I thought I got at good value at $6.59 isnot so good value short term afterall. It took another dip to USD 5.79 but rebound back to USD 5.90 today. As much as I  like to add 300 more shares, I need money for my current renovation for my new BTO. I shall save my bullets. 

Keppel Corp and Sembcorp Industrial is not all rosy. Which one should I add my position too? Sembcorp Ind is now trading almost 15% below NAV and Keppel offers good Dividend yield with its more diversify portfolio.

Lets talk about NOL, being a newbie I am, I was drawn into the hoo ha.. that NOL was going to get sold and at a premium rumors were $1.80 some were screaming for $3 but today we know its $1.30. Now I was so fixated I could make a quick over the weekend. I jumped in and waited the the news announced. $1.30 thats not too bad. no fish, shrimp also okay. But what I didnt know was there are pre-conditions before the deal goes through and that is scheduled till June 2016. When means my  money is tied up till then. for a 5-6% upside and a 30% downside should the deal doesn't go through.

We can sell our shares in the open market but having bought it at the market peak, tranlates to losing money. Hence, I have no choice but to hold on. Lucky for me I wasn't too greedy to contra/leverage/spurge too much in this speculation.