SG shareholder's Yield Strategy MAR 2014-- One year return and rebalance of portfolio

For MAR 2014, the performance is as follows:

EquityValue		Cash		Total portfolio value		Monthly return		YTD return
104,257.75		0.00		104,257.75		0.00%		0.00%
104,159.16		0.00		104,159.16		-0.09%		-0.09%
101,914.16		0.00		101,914.16		-2.16%		-2.25%
99,129.16		0.00		99,129.16		-2.73%		-4.92%
100,672.16		0.00		100,672.16		1.56%		-3.44%
96,506.96		0.00		96,506.96		-4.14%		-7.43%
98,426.96		0.00		98,426.96		1.99%		-5.59%
98,508.76		0.00		98,508.76		0.08%		-5.51%
99,213.76		0.00		99,213.76		0.72%		-4.84%
99,513.76		0.00		99,513.76		0.30%		-4.55%
98,314.76		0.00		98,314.76		-1.20%		-5.70%
101,014.76		0.00		101,014.76		2.75%		3.11%
104,616.48		0.00		104,616.48		3.57%		0.34%

First year of implementing the strategy is over. The portfolio performance improved a bit during the last two months and over a one year frame the result managed to break even.A disappointing start but it's acceptable considering this is largely still a beta based portfolio and STI index is down -1.5% for the same period.

The new portfolio consists the follow stocks:

 Holdings:

Stock Name Price bought Amount invested Unit cost price Quantity Baker Tech 0.31 10597.7 0.3117 34000 OUE SP Equity 3.07 9260.42 3.0868 3000 KGT SP Equity 1.1 11060.23 1.1060 10000 Straits tradings 3.38 10195.51 3.3985 3000 Nere Tel 0.78 10195.51 0.7843 13000 CSE Global 0.59 10678.14 0.5932 18000 CDL Trust 1.635 9863.71 1.6440 6000 UMS Holding 0.79 10326.22 0.7943 13000 NEW TOYO 0.315 10451.91 0.3167 33000 FEORCHARD 1.69 10195.51 1.6993 6000

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