My Stock Portfolio as at 30 April 2009

My Stock Portfolio:

#	Stock	Weight	WAC	Current Price	Returns
1	Keppel Corp	26.8%	S$3.90	S$5.98	+53.3%
2	Noble Group	17.5%	S$1.14	S$1.30	+13.9%
3	Ascendas Reit	10.0%	S$1.224	S$1.34	+9.5%
4	SGX	9.4%	S$4.30	S$6.27	+45.8%
5	CapitaMall Trust	5.6%	S$1.60	S$1.25	-21.9%
6	CapitaLand	4.1%	S$2.20	S$2.76	+25.5%
7	SingTel	3.8%	S$3.74	S$2.56	-31.6%
8	SMRT	2.3%	S$1.68	S$1.55	-7.7%
9	SingPost	2.3%	S$0.775	S$0.76	-1.9%
10	M1	1.8%	S$1.49	S$1.47	-1.2%
11	Ascendas India Trust	0.8%	S$1.18	S$0.54	-54.2%
12	DBSbnpECW100205	0.1%	S$0.36	S$0.02	-94.4%
13	Yongnam W121214	0.1%	S$0.03	S$0.03	0%
14	Investable Cash	15.3%

Notes to above table:
1) Weight: Weightage of stock in my stock portfolio.
2) WAC: Weighted average cost
3) Current Price: Price as at 30th April 2009.

My Comments:

My portfolio performed in-line with the STI Index for the month of April 2009 (+12.90% vs +12.96%), thus outperformance was sustained YTD (Portfolio +13.25% vs STI +9.01%).

During April, I bought SingPost and sold off ST Engineering prior to earnings announcement.