I've been investing in the stock market for a couple of years, and before that I was investing through unit trusts. Over the years, there were some stocks that did well, and others that performed badly. I'm just going to do a brief and quick run through of those stocks that I'm holding, or have held previously and highlight what works for me and what doesn't.
Sembmarine - My best performer by far. Got it a fantastic price and at my purchase price, its giving a current dividend yield of close to 10%. As the stock market recovered, I also enjoyed significant capital appreciation for Sembmarine.
Boustead Sp - Its a decent performer with a stable business model. As its fairly under-researched by the market, it gives out decent yield at around 7% currently.
Kingsmen Creative - A decent performer. Not much growth or capital appreciation, but gives out a fair dividend yield of around 7% at current price.
Ascott Reit - Bought it at a good price. Currently gives a decent dividend yield along with good capital appreciation from the time i bought it.
Ascendas India - Not much capital appreciation, but gives out respectable dividend yield of 7%. It also has some growth potential as its still developing industrial buildings in India.
STI ETF - I love it. Not much research required, no risk of underperforming the market. Dividend yield of around 2%. Its a fair tradeoff between capital appreciation and dividend yield. Well diversified. I prefer the transparency and low management fees of ETF to unit trusts.
Capitaland - My greatest underperformer. Its a stock with good fundamentals and strong management team. Nevertheless, weighed down largely by its exposure to China property market. It also sold off a large part of its holdings through IPO, and is currently sitting on a large reserve for future deployment. On hindsight, maybe I bought without sufficient margin of safety.
CapitamallsAsia - Similar to Capitaland. Strong and sound fundamentals. However, currently weighed down by exposure to China. I bought CMA at a more sound price.
Raffles Education - One word...disappointing. I personally see this as one of my worst investments. I bought after it fell significantly from its peak, hoping that the fundamentals will improve over time. So far, no indication of improving fundamentals.
Thomson Medical - I bought it at a good price and sold it at a great price when Peter Lim bought over the company. Nice.
HLN Tech - Sold it after i learnt never to trust China Companies. They just have terrible corporate governance.
Fibrechem - Suspended after issues with finances. Terrible. Again, I learnt not to trust China companies with their issues in corporate governance.
I'll try and do a subsequent post to review some of the lessons learnt and what works for me over the few years of investing in the stock market.