LGRT Nov 15 Report Card - STI continues downward fall

	Name	Portfolio %	Average price ($)	Div Yield on cost
1	Singtel	15.26%	3.69	4.74%
2	M1	15.56%	3.63	5.20%
3	Raffles Medical	9.11%	4.13	1.09%
4	SATS	8.57%	3.11	4.50%
5	Parkway Life	6.45%	2.34	4.83%
6	Sembcorp Industries	6.28%	4.56	3.51%
7	Colex	5.83%	0.321	1.56%
8	StarHub	5.58%	4.05	4.94%
9	Design Studio	5.44%	0.54	12.01%
10	CapitaMall Trust	5.36%	1.95	5.59%
11	Vicom	4.16%	6.04	4.35%
12	Sheng Siong	3.56%	0.68	4.48%
13	UOB	3.18%	23.05	3.90%
14	Perennial Bond	2.68	$1.00	4.65%
15	DBS	2.38%	23.06	3.38%
16	Old Chang Kee	2.32%	0.87	1.73%
17	SIIC Environment	1.34%	0.20	0%


Expected Annual Dividends: $3,767 ($274/month)

Dividend Yield: 4.42%

Actions:

None! I'm holding on still and steady.

SIIC:

SIIC registered a double digit growth in its results but its stock price continue to fall. Probably there's negative sentiment for China-related stock.

Others:
The STI fell to 2855 on 30 November from 2988 on the beginning of the month. STI has been performing weakly for the past few months mainly due to:

1. Slowing China
2. Weak Singapore GDP (narrowly avoiding technical recession)
3. Stronger US dollar
4. Higher rates (expected)
5. Weaker regional economy (Malaysia, Indonesia)

Unexpectedly, the financial stocks and O&G have taken a beating on the back of weaker outlook. Certainly I hope Singapore can bounce back and get roaring again. Banks are getting very attractive with the recent fall in prices.

I've been accumulating funds for a proper firing in the near future. Hopefully the right time is soon.

Slow and steady!