July Portfolio Update

Counter Name Units owned Current Price (1/7/2017) Market Value
CapitaRetail China Trust 2067 1.640 3,390
AIMS AMP Capital Industrial REIT 2000 1.480 2,960
Raffles Medical Group Ltd 2024 1.340 2,712
GuocoLand Limited 3000 1.890 5,475
Total as at 1 July 2017 14,537

Movement in my portfolio in June:-
Sold:- Nil
Dividends collected in May: $55.60
2017 avg dividends/month: $25.37

Not a whole deal of movement as I decided sit on my holdings and wait. Markets seem a little high even though the recovery looks patchy at best.

Overall portfolio value is mixed as Raffles continues its slide towards the bottom. Markets didn’t view its increased costs with much enthusiasm. Still remains to be seen how much the local medical tourism sector is being impacted by the high SG dollar and falling medical tourists.