I had added positions in City Development, Capitaland and UOB. I see value in properties and some banking counters. I sold Ascendas REIT to rebalance my portfolio to property developers. I sold and took profit for VNGRD Utilities.
Cash is ~7% of my portfolio.
Counter (Singapore)
1 RafflesMG
2 CDL HTrust
3 Capitaland
4 City Dev
5 Far East HTrust
6 ST Engineering
7 CapitalR China Tr
8 Capitaland Commercial Trust
9 OUE H Trust
10 Keppel Corp
11 DBS
12 OCBC
13 UOB
15 STI ETF
Counter (USA)
1 VNGRD REIT
2 VNGRD ENERGY
Realised Gains (Since 2009)
S$141,901.88
Dividends (Since 2009)
S$46,497.24
