🇸🇬 Singapore Core Equity Rotation – Practical Purchase Strategy
A realistic execution framework for investors applying a fixed monthly investment plan (e.g. SG$500/month) to the Singapore Core Equity Rotation model portfolio.
This guide accounts for SGX board lot sizes and affordability differences between counters.
💹 Price Snapshot (~30 Oct 2025)
| Code |
Name |
Price (SG$ approx) |
Min Qty |
Cost per Min Qty (SG$) |
Wait Time (months) |
Buy Amount |
Total (SG$ approx) |
| CLR |
Lion-Phillip S-REIT ETF |
0.886 |
1 unit |
0.886 |
1 |
500 units |
443 |
| ES3 |
SPDR Straits Times Index ETF |
4.48 |
1 unit |
4.48 |
1 |
100 units |
448 |
| G3B |
Nikko AM Singapore STI ETF |
4.57 |
1 unit |
4.57 |
1 |
100 units |
457 |
| Z74 |
Singtel Ltd |
4.29 |
100 shares |
429 |
1 |
— |
— |
| C6L |
Singapore Airlines Ltd |
6.62 |
100 shares |
662 |
2 |
— |
— |
| S63 |
ST Engineering Ltd |
8.58 |
100 shares |
858 |
2 |
— |
— |
| S68 |
Singapore Exchange Ltd |
17.45 |
100 shares |
1,745 |
4 |
— |
— |
| O39 |
Oversea-Chinese Banking Corp Ltd |
16.77 |
100 shares |
1,677 |
4 |
— |
— |
| U11 |
United Overseas Bank Ltd |
34.90 |
100 shares |
3,490 |
7 |
— |
— |
| D05 |
DBS Group Holdings Ltd |
53.23 |
100 shares |
5,323 |
11 |
— |
— |
💰 Purchase Strategy (Practical Execution)
- Set a fixed monthly investment amount — e.g. SG$500 per month.
- Apply the same contribution consistently to maintain a disciplined dollar-cost averaging approach.
- For lower-priced counters (below the monthly budget):
- Purchase multiples of the minimum quantity each month to utilise the monthly allocation.
- Round down to the nearest single significant figure to stay within budget.
- Example:
- CLR (~SG$0.89/unit) → buy ×500 units (≈ SG$445).
- ES3 (~SG$4.48/unit) → buy ×100 units (≈ SG$448).
- G3B (~SG$4.57/unit) → buy ×100 units (≈ SG$457).
- Z74 (~SG$4.29/share) → buy ×100 shares (≈ SG$429).
- For higher-priced equities (cost per lot exceeds monthly amount):
- Allow monthly funds to accumulate, and make the purchase once the total is sufficient to buy one lot (e.g. after 2–11 months, depending on price).
- Example:
- C6L (~SG$662/lot) → buy after 2 months.
- S63 (~SG$858/lot) → buy after 2 months.
- S68 (~SG$1,745/lot) → buy after 4 months.
- O39 (~SG$1,677/lot) → buy after 4 months.
- U11 (~SG$3,490/lot) → buy after 7 months.
- D05 (~SG$5,323/lot) → buy after 11 months.
- Reinvest dividends into the next scheduled counter to enhance compounding.
- After completing one round of purchases, repeat the rotation — maintaining the same disciplined monthly contributions.
Part of the SG Investments: Stocks & ETFs Project
Last reviewed: 30 Oct 2025