August - Portfolio Update

August Portfolio

This month, I purchase addition Suncor Energy. Received dividend from ICBC.
Although Suncor Q2 net income is not stratify but it is due to few one off items which should not affect the long term business. The free cash flow is so strong that management was up the dividend from 0.25 to 0.28.

US

  1. Suncor Energy
  2. Well Fargo
  3. IBM
  4. John Deere
Singapore
  1. Sembcorp Industries
  2. DBS
Hong Kong
  1. ICBC
  2. CCB
  3. CMB


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