My 10% Portfolio - Changes After 2 Quarters
It has been almost 2 quarters and the time has come again to review my 10% portfolio again.
Before I go straight into the counters in my portfolio, it is important to note and emphasize on the following:
1. This portfolio review is calculated from the start of the year and the aim is to review the total portfolio gain after 1 year.
2. Some of the counter's initial share prices are their respective share prices at the start of this year (Especially those counters in this post).
3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees.
4. At times, if stated, the gain could be including dividends.
5. This review will include my overseas counters in USA and Hong Kong.
These are the updates to my 10% Portfolio:
There are currently 27 counters (22 SG and 5 Overseas counters) in my portfolio. On an overall basis, I am currently achieving a total gain of about 14.2% since the start of the year!
I am currently still looking to reduce the number of counters in my portfolio to between 15 to 20 counters (excluding overseas counters). I believe a much more concentrated portfolio may bring about a higher rate of return.
It is also important to note that in my last review, I bought more REITs counters (Starhill Global REIT and CapitaMall Trust), excluding those already in my portfolio (Suntec Real Estate Inv Trust and Far East Hospitality Trust), with the aim of hedging against a bear market.
However, in this review, you can see that I have sold all my REITs and have bought NikkoAM-StraitsTrading Asia ex Japan REIT ETF instead. But I have not reversed away from my previous view of hedging against a bear market.
I made the above decision is because it allows me to reduce the number of counters in my portfolio, and NikkoAM-StraitsTrading Asia ex Japan REIT ETF is already a diversified REIT counter which is able to achieve my view of hedging against a bear market.
As of now, do note that there are a lot of changes on going for T.U.B Investing:
1. "T.U.B Circle" will be upgraded in 2 to 3 months time. This is a very exciting progress that I am really looking forward to it. Do like our Facebook page (T.U.B Investing) and follow me on InvestingNote to get the latest updates!
2. Super Scorecard is being upgraded further at this moment. The "Ultimate" extensive research is being done on this scorecard. Look out for it.
3. I am also going to review a list of my watchlist counters that I believe could be the "Next Big Thing" since I have been missing out on these exceptional gain counters, such as AEM and Micro-Mechanics.
Please do your own due diligence before you invest in any of the stocks in my portfolio.
Before I go straight into the counters in my portfolio, it is important to note and emphasize on the following:
1. This portfolio review is calculated from the start of the year and the aim is to review the total portfolio gain after 1 year.
2. Some of the counter's initial share prices are their respective share prices at the start of this year (Especially those counters in this post).
3. The gain and loss stated is just a simple calculation of the difference in share prices, ignoring the transaction fees.
4. At times, if stated, the gain could be including dividends.
5. This review will include my overseas counters in USA and Hong Kong.
These are the updates to my 10% Portfolio:
|
As per Previous Post
|
Current
|
|
Oversea-Chinese Banking Corporation
|
Oversea-Chinese Banking Corporation
|
|
Singapore Telecommunications Limited
|
Singapore Telecommunications Limited
|
|
ComfortDelGro Corporation Limited
|
ComfortDelGro Corporation Limited
|
|
Bukit Sembawang Estates Ltd
|
Bukit Sembawang Estates Ltd
|
|
M1 Limited
|
M1 Limited
|
|
Chuan Hup Holding Limited
|
Chuan Hup Holding Limited
|
|
Hock Lian Seng Holding Ltd
|
Hock Lian Seng Holding Ltd
|
|
ST Engineering Ltd
|
ST Engineering Ltd
|
|
Ellipsiz Ltd
|
Ellipsiz Ltd
|
|
PNE Industries Limited
|
PNE Industries Limited
|
|
Suntec Real Estate Inv Trust
|
Sold at 10% Profit!
|
|
LTC Corporation Ltd
|
Sold at 10% Profit!
|
|
Frasers Centrepoint Limited
|
Frasers Centrepoint Limited
|
|
Captii Limited
|
Captii Limited
|
|
Far East Hospitality Trust
|
Sold at 10% Profit!
|
|
Singapore Post Limited
|
Singapore Post Limited
|
|
BBR Holdings (S) Limited
|
Sold at 20% Profit!
|
|
Maxi-Cash Financial Services Corp Ltd
|
Maxi-Cash Financial Services Corp Ltd
|
|
Ocean Sky International Ltd
|
Ocean Sky International Ltd
|
|
Tiong Seng Holding Ltd
|
Tiong Seng Holding Ltd
|
|
Boustead Singapore Limited
|
Sold at 5% Profit!
|
|
Yongnam Holdings Limited (Sold
at 10% Profit and Bought again after it falls!)
|
Sold at 5% Profit!
|
|
Samudera Shipping Line Ltd
|
Samudera Shipping Line Ltd
|
|
Falcon Energy Group Limited
|
Sold at 15% Profit!
|
|
Starhill Global REIT
|
Sold at 5% Profit!
|
|
AGV Group Ltd
|
AGV Group Ltd
|
|
CapitaMall Trust
|
Sold at 5% Profit!
|
|
|
Additional:
NikkoAM-StraitsTrading Asia ex Japan REIT ETF
|
|
|
Additional: TTJ Holdings
Limited (Bought again!)
|
|
|
Additional: Japan Food Holding
Ltd
|
|
|
Additional: Singhaiyi Group
Ltd (Yes, bought again!)
|
|
|
Additional: The Walt Disney
Company (USA Counter)
|
|
|
Additional: VASCO Data
Security International, Inc. (USA Counter)
|
|
|
Additional: Textron (USA
Counter)
|
|
|
Additional: Sitoy Group
Holdings Ltd (HK Counter)
|
|
|
Additional: Alco Holdings Ltd (HK
Counter)
|
There are currently 27 counters (22 SG and 5 Overseas counters) in my portfolio. On an overall basis, I am currently achieving a total gain of about 14.2% since the start of the year!
I am currently still looking to reduce the number of counters in my portfolio to between 15 to 20 counters (excluding overseas counters). I believe a much more concentrated portfolio may bring about a higher rate of return.
It is also important to note that in my last review, I bought more REITs counters (Starhill Global REIT and CapitaMall Trust), excluding those already in my portfolio (Suntec Real Estate Inv Trust and Far East Hospitality Trust), with the aim of hedging against a bear market.
However, in this review, you can see that I have sold all my REITs and have bought NikkoAM-StraitsTrading Asia ex Japan REIT ETF instead. But I have not reversed away from my previous view of hedging against a bear market.
I made the above decision is because it allows me to reduce the number of counters in my portfolio, and NikkoAM-StraitsTrading Asia ex Japan REIT ETF is already a diversified REIT counter which is able to achieve my view of hedging against a bear market.
As of now, do note that there are a lot of changes on going for T.U.B Investing:
1. "T.U.B Circle" will be upgraded in 2 to 3 months time. This is a very exciting progress that I am really looking forward to it. Do like our Facebook page (T.U.B Investing) and follow me on InvestingNote to get the latest updates!
2. Super Scorecard is being upgraded further at this moment. The "Ultimate" extensive research is being done on this scorecard. Look out for it.
3. I am also going to review a list of my watchlist counters that I believe could be the "Next Big Thing" since I have been missing out on these exceptional gain counters, such as AEM and Micro-Mechanics.
Please do your own due diligence before you invest in any of the stocks in my portfolio.
That's pretty strong gains. I am surprise and glad there is someone who do annual tracking like I do starting from the year. It makes understanding so much easier. Do you include dividends into your profits ?
ReplyDeleteAmazing returns.
Hi Cory,
DeleteThanks for commenting. Yup. The return is based on Total realised and unrealised gain including dividend.
Regards,
TUB
AEM is a growth stock. Its major customer is Intel. I agree AEM could be the "Next Big Thing". That is why I am pumping in at least 80% of my fund in.
ReplyDeleteHi Anonymous,
DeleteYup. I understand AEM could be the next big thing. But I feel it is too big already.
Regards,
TUB