| Stock Name | No of Shares | Current Price | Current Value |
| Keppel Corp | 2000 | $5.430 | $10,860 |
| Accordia Golf Trust | 9000 | $0.650 | $5,850 |
| ST Engineering | 1000 | $3.210 | $3,210 |
| Total Value | $19,920 |
I had recently divested my NeraTel and AIMS AMP Reit in my portfolio and added another 1000 shares of Keppel Corp and ST Engineering this month. The reason I choose to divest NeraTel is, their payment solution business had sold to Paris-based Ingenico Group for S$88 million. Payment solution business although contributed 26% of Company's revenue which is not really that significant. But however, this payment solution business is very easy to predict their income generating and the revenue is recurring. Once they sold this asset, it is very hard to predict the growth of NeraTel. Are they able to continue giving a 5% dividend payout to their shareholders after this episode?
As for AIMS AMP Reit, I choose to divest is because, I can received another quarter of dividend payout without waiting for another 3 more months. I believe my portfolio will do better with this divestment and I can used the funds to purchase on Keppel Corp and ST Engineering. Oil industry is expected to recover more significantly by end of the year. I added another 1000 shares of Keppel Corp to bring down my average price to $5.70. I strongly believed they will recovered and gave me a better returns by the end of the year.
I also added 1000 shares of ST Engineering into my portfolio. This is more of a speculative play, if their price increased to $3.40 to $3.50, I will choose to divest it. If not, I will keep it for dividend play.
My portfolio position had increased by 3.37% as compared to last month. Next month, I will be receiving dividend from Accordia and AIMS AMP Reit. Accordia had been a good income generating asset for my portfolio. I had received 10.4% yield from them for FY 15/16. If they can continue giving me good income, I will increase my exposure on them.
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