These Blue Chips gave STI a strong start in 2021

 If you still remember, STI was the worst performing stock in this region last year. And how things have changed, it has started 2021 on a strong foot hold. As the banks constitute the highest weight, they have helped STI to propel forward given their recent very strong rally.

Below are the 2 bank counters that I owned and a laggard which has started to catch up. Given the flush in liquidity and returned confidence with the vaccine, they may rally higher. Let's see if the uptrend can still continue.

DBS

This counter has rallied the most, and as such, it is no longer cheap as compared to few months ago.

 

OCBC

Like DBS, this counter has rallied in the last few months. Last week, it gapped up for 2 days, which means that investors are scrambling to want a stake in this counter. However, at 11x earnings, it is neither cheap nor expensive.

Jardine C&C

Though this counter is also in the STI index, it is the poorer cousin of these 3 counters. The counter has not moved much, but last week it breakout of the key resistance strongly. At about 10x earnings, it has not been fully valued.

Happy and prosperous investing all, open eyes BIG BIG. 养 套 杀 。

2020 Look Back

In a few days time, we will welcome 2021. 2020 has been a strange year. For many of us, some of the norm and stuff that we are so used to do has changed. I am sure many hope that this pandemic will be over soon. 

It is also a strange year for investors, fist witnessing market crashing almost everyday and followed by fierce FOMO re-bounced. For the braved ones, it has been rewarding but like most investors, my portfolio was ugly red during the March crashed.

Here is a summary of how I have done. 

My overall portfolio performance as follow:

Dividend received = $18,917
Profit from sale of stocks = $19,804
Trading = $1593 (45%)  (started in Oct. as experimental)

Total profit 2020 = $40,314

Below are my worst performing counter:

1. Sing O&G (-25%)
2. Halycon agri (-16%) - Trading
3. Silverlakes (-15%)
4. Sarine Tech (-13%)
5. SH (-35%) - Painful, didnt adhered to cut loss strictly.

Below are my best performing counter:

1. Union Gas (60%)
2. CDL Htrust (50%)
3. ChinaSunsine (30%) - Trading
4. Japfa (20%) - Trading
5. DBS (15%)

My recent transactions for 2020, I had added the following stocks:

1. Jardine C&C
2. Capitaland
3. Fu Yu
4. Valuetronics

Trading counters:

1. WngTai
2. OUE
3. Raffles Med
4. Sarine Tech

This property counter - The Breakout

Yanlord