*Official* MasterLeong Thread

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mcsane

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Average said:
thread opened, welcome all to post. Pls dun allow any single individual to divide the SSI community.

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yes i agree Average. to add on, those blardy trolls not value adding to ssi but instead spent most of the time stirring shd be ignored
 
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lewissac

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I'm curious to know when this 4th telco will officially come appeared. Wondered will it have up-coming IPO for that as well?
 
MasterLeong

MasterLeong

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just to update I have fully divested my position in FCL

tomorrow if SCI up, will fully divest SCI too

in general.. just re-balancing my portfolio to focus on my 3 core areas

telcos banks and reits

portfolio will be reduced from 320k level to around 300k level
 
MasterLeong

MasterLeong

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as I already hold 5 reits MCT/CCT/CMT/FCT/SUN

I find myself holding too many property related counters

after the divestment of FCL for a small 2% gain.. my portfolio is now around 45% in reits
 
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FrontierX

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MasterLeong said:
just to update I have fully divested my position in FCL

tomorrow if SCI up, will fully divest SCI too

in general.. just re-balancing my portfolio to focus on my 3 core areas

telcos banks and reits

portfolio will be reduced from 320k level to around 300k level
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I'm following your model!!

20% telco 20% bank 10% reit 20% ecommerce.

Remainder in o&g which I am thinking of weathering the storm cause at nett loss position now.
 
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