My Stock Portfolio @ end Mar 2017

Top 30 in my portfolio:

No.	STOCK NAME	No.of SHARES	PORTFOLIO%	MARKET $
1	SGX	4,000	11.52	7.70
2	SPH	6,000	7.96	3.55
3	Starhub	7,000	7.54	2.88
4	SATS	3,000	5.47	4.88
5	OCBC Bank	1,438	5.23	9.72
6	UOB	613	5.07	22.11
7	CapitaLand Mall Tr	6,700	4.93	1.97
8	Keppel Corp	1,600	4.15	6.94
9	AIMS AMPI Reit	7,700	3.99	1.385
10	SingTel	2,690	3.94	3.92
11	Suntec Reit	5,800	3.88	1.79
12	FCT	4,700	3.71	2.11
13	ParkwayLife Reit	3,600	3.39	2.52
14	Keppel DC Reit	7,400	3.32	1.20
15	SPH Reit	8,500	3.11	0.98
16	Starhill Global Reit	9,800	2.77	0.755
17	Mapletree Com Tr	4,800	2.75	1.53
18	CapitaLand	2,000	2.71	3.63
19	Frasers Com Tr	4,600	2.20	1.28
20	Sembcorp Indust	1,800	2.14	3.18
21	CDL HTrust	3,900	2.09	1.435
22	SIA Engg	1,000	1.42	3.69
23	FCL	1,800	1.17	1.735
24	Keppel InfraTr	6,000	1.14	0.51
25	ST Engg	800	1.12	3.73
26	Frasers L&I Tr	2,700	0.99	0.985
27	Cache Log Tr	2,700	0.85	0.845
28	FE HTrust	2,800	0.63	0.60
29	Silverlake Axis	2,700	0.58	0.57
30	Accordia Golf Tr	900	0.25	0.735

Movement in my portfolio in March:-
Sold:- Nil
Bought:- FCOT, SingTel, SPH Reit, Silverlake Axis
Dividends collected in Mar: $343.65
2017 avg dividends/month: $735.58 [38.3% down at this stage cf. 2016]

Boring process of building up my passive income portfolio brick-by-brick (bit-by-bit).

Comments:
1. No chance for further deployment of warchest even after the rate hike in March.  Locking up the warchest for good now.

2. Dividend received YTD 38.3% down due to the lost of Saizen Reit's contribution.  However, 3+9 full year dividend projection finally fully covered Saizen Reit's contribution (inclusive of special dividend).

3. When is Seletar Mall getting into SPH Reit?  Neck is getting long while the waiting game goes on.

4. Long time losing counter Keppel Corp turned positive this month.  The worst of O&G sector could be over?

5. Current worst performing counter: SIA Engg (14.2% unrealised loss).