Tuesday 17 September 2019

Strategy: Sep 2019


In the news is the drone attack on the Saudi oil processing facility. 

SCB alltime lowest premium for USD I've seen:

IBKR selling 1.37695
SCB selling 1.38243

(1.38243-1.37695)/1.37695 = 0.398% premium over IBKR (not including IBKR's $2 comm)

Changed some USD to buy my semi-regular DCA of VDCP using SCB.

Noticed that many shares have recovered from their lows. ING back to >US$10, SAN back to >US$4.


Saturday 7 September 2019

Strategy: Sep 2019



Exited BT ADR since it was going to be terminated.
Bought some LLOY, VOD to round off August 2019.

For September 2019, using the BT ADR proceeds to slowly top up my other shares. So far have bought RDSB, PUK, SAN, HSBC and VDEM

I think prices are attractive enough for me to use up my free cash flow to continue buying.  I am not building up warchest, neither am I drawing down warchest.

Warchest is reserved for STI 2,999.....

Wednesday 4 September 2019

Dividends Collected: August 2019





Some of my top holdings, STI ETF, CDLHT, CDG  pay out their dividends this month.