Portfolio Sharing Thread

felixleong

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Hi all,

just make this thread for those who are interested in sharing their stock picks and portfolio

I start off with mine

currently holding

OCBC
Keppel Corp
Starhub
ST Engineering
ARA Asset Management
Semb Corp Industries

5 blue chip and 1 mid cap

portfolio dividend yield 4%

portfolio PE 13 times earnings

cheers
 

starfish.starfish

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Hi all,

just make this thread for those who are interested in sharing their stock picks and portfolio

I start off with mine

currently holding

OCBC
Keppel Corp
Starhub
ST Engineering
ARA Asset Management
Semb Corp Industries

5 blue chip and 1 mid cap

portfolio dividend yield 4%

portfolio PE 13 times earnings

cheers

I have 67% of what you have, which is 19% of what I have... :D
 

Theonestop

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1) SATS
2) Healthway Medical
3) Keppel Corporation
4) Saizen Real Estate investment trust
5) Serial System
6) UMS Holdings
7) Vibrant Group limited
8) Sembcorp industries Ltd
9) Boustead Singapore
10) ARA Asset Management
11) Stamford Tyres Corporation
12) KOP Properties
 

Perisher

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Local only?

Hong Fok Corp
DBS
ARA
Keppel Corp
RMG
Samudera
SCI
STE
STI ETF
Cache
SATS
MINT
AIMS
CMT
FCT
CDG
SS
Innovalue
Keppel DC
Singtel
Singpost

Average yield is 4%. Never calculate average PE.

US I have more than 30 counters... better not flood hor?
 

financial_freedom

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Chip Eng Seng
Sheng Siong
Thaibev
KSH
QAF
FCL limited
Sembcorp Ind
Overseas Education
OCBC
DBS
Singapore Reinsurance
Singtel
Yongnam
SIA Engeering
SPH
First Reit
Starhill
Frasers Centerpoint Reit
Lippo Mall



-ve on Yongnam (-20%) and Lippo mall (-18%)
 

NewInvestor

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Currently



Kep Corp
SC Marine
SC Industries
OCBC
SingTel
ST Eng
Keppel REIT
MapleTree GCC
MapleTree Ind
STI ETF
 
Last edited:

spiritGate

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Sheng Siong
DBS
STE
SCI
FCT
AIMS
SoliBuild
Keppel DC
First REITS
Cambridge Industrial Trust
 

Perisher

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Sheng Siong
DBS
STE
SCI
FCT
AIMS
SoliBuild
Keppel DC
First REITS
Cambridge Industrial Trust

If yours is equally 1000 shares each, would suggest you to bring reits down to 30% of your holdings perhaps. Now, it's 60%, a tad high.
Your selection of reits though is good in its own diversification, with Firstreits in healthcare, keppel in IT, FCT in retail...

My 2¢.
 

Asphodeli

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Piechart_htm_5fd756e9.jpg


Top 5 Holdings – Investment Trust
Macquarie International
Frasers Commercial
Starhill Global
Suntec REIT
Mapletree GCC
 

spiritGate

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If yours is equally 1000 shares each, would suggest you to bring reits down to 30% of your holdings perhaps. Now, it's 60%, a tad high.
Your selection of reits though is good in its own diversification, with Firstreits in healthcare, keppel in IT, FCT in retail...

My 2¢.

My reits are less than 20% of my overall portfolio. my main focus are on Blue Chips :D
 

Perisher

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Piechart_htm_5fd756e9.jpg


Top 5 Holdings – Investment Trust
Macquarie International
Frasers Commercial
Starhill Global
Suntec REIT
Mapletree GCC

May I know what is investment trust? a trust fund?
Also, isn't banks part of finance? Just wondering.
 

kletian

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Currently holding:

Some USD (Fx positions not leveraged much)
Some SEK
Short abit SGD
Short abit CHF
Short AMZN

Looking at Oil, european stocks and select US stocks. Given up on SGX ones
 
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