My Portfolio - 30 Jul 15

I had closed my short position in SIA Engineering. Initiated short positions at 4.2 and 3.8. Close the position at an average of 3.7.

I sold my FX positions in RMB. Made a decent profit of ~11% over 2.5 years.


I liquidated position in AIMSAMP CAP and Starhill Global REIT. 
I added positions in City Dev, CCT.
 
Cash is ~18.5% of my portfolio.
 
Long Positions

S/N  Counter (Singapore)
1      RafflesMG
2      Ascendas REIT
3      CDL HTrust
4      Capitaland
5      City Dev
6      Far East HTrust
7      ST Engineering 
8      CapitalR China Tr
9      Keppel Infra Tr
10    OUE H Trust
11     CCT



S/N  Counter (USA)
1       VNGRD REIT
2       VNGRD ENERGY
3       VNGRD UTILITIES

Realised Gains (Since 2009)
SGX - S$142,975.50

Dividends (Since 2009)
S$ 40,817.43