SRS Portfolio - 9 May 2026
Portfolio Changes Since Last Update Two transactions have been executed since the last update: UMS Integration (558) — Partial Divestment I sold 35,000 shares of UMS Integration, reducing my holding from 75,000 to 40,000 shares. At the prevailing price of S$2.33, this crystallised sale proceeds of approximately S$77,213 , locking in a significant portion of the unrealised gain that had accumulated in this position. The residual 40,000-share stake keeps meaningful exposure to UMS's continued semiconductor upcycle, while reducing single-stock concentration risk materially. UOB (U11) — Dividend Received UOB paid its final dividend for FY2025 (S$0.71 per share, ex-date 24 April 2026, payment date 8 May 2026), adding S$710 in cash distributions from my 1,000-share holding. Both transactions are already reflected in the current portfolio snapshot above, with the cash balance of S$135,808.10 incorporating both the sale proceeds and the dividend receipt. The cash buffer stan...
