Portfolio Update - august 2007

Top Ten Holdings ( by market value )

1. ST Engineering
2. SIA
3. UOB
4. Noble Grp
5. OCBC
6. Swiber
7. Singtel
8.Comfort Delgro
9. Allgreen
10. Allco REIT

Dividend for the month of August = $2,314.14
Dividend for the month of July = $5.00
Dividend for the month of June = $329.64
Dividend for the month of May = $8,531.87

Profit change from last month = $0
( since this is my first month of record )


Currently I am holding on to too many junk stocks to my own liking. I have learnt much ( still much more to learn ) from many goodwill people from sgfunds about value investing. I intend to move forward in that direction. In the month of august, with the big correction from the sub-prime mortgage issue, my portfolio's profits at one point in time dropped by 40%. It was hard to stomach, but it also make me understand the value of value investment.