Portfolio Sharing Thread

Perisher

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This portfolio can comment? Not mine.

AIMS AMP Capital Industrial REIT
Ascendas Hospitality Trust
Ascendas India Trust
Ascendas Real Estate Investment Trust
Ascott Residence Trust
Asian Pay Television Trust
Biosensors International Group Ltd
Cache Logistics Trust
CapitaLand Ltd
City Developments Ltd
CitySpring Infrastructure Trust
ComfortDelGro Corp Ltd
Cosco Corp Singapore Ltd
CSE Global Ltd
DBS Group Holdings Ltd
Ezion Holdings Ltd
Ezra Holdings Ltd
Far East Hospitality Trust
Fortune Real Estate Investment Trust
Genting Singapore PLC
Global Logistic Properties Ltd
Hi-P International Ltd
Ho Bee Land Ltd
Hong Leong Asia Ltd
Hutchison Port Holdings Trust
Hyflux Ltd
Jardine Cycle & Carriage Ltd
Keppel Corp Ltd
Keppel Land Ltd
Keppel REIT
Keppel Telecommunications & Transportation Ltd
Lippo Malls Indonesia Retail Trust
M1 Ltd
Mapletree Commercial Trust
Mapletree Greater China Commercial Trust
Mapletree Industrial Trust
Mapletree Logistics Trust
Midas Holdings Ltd
Neptune Orient Lines Ltd
Olam International Ltd
OSIM International Ltd
OUE Ltd
Oversea-Chinese Banking Corp Ltd
Pacific Andes Resources Development Ltd
Parkway Life Real Estate Investment Trust
SATS Ltd
Sembcorp Industries Ltd
Sembcorp Marine Ltd
SIA Engineering Co Ltd
Singapore Airlines Ltd
Singapore Exchange Ltd
Singapore Post Ltd
Singapore Press Holdings Ltd
Singapore Telecommunications Ltd
SMRT Corp Ltd
SPH REIT
Starhill Global REIT
StarHub Ltd
Suntec Real Estate Investment Trust
Super Group Ltd
Swiber Holdings Ltd
Tat Hong Holdings Ltd
Tiger Airways Holdings Ltd
United Engineers Ltd
United Overseas Bank Ltd
UOB-Kay Hian Holdings Ltd
UOL Group Ltd
Vard Holdings Ltd
Venture Corp Ltd
Wing Tai Holdings Ltd
Yangzijiang Shipbuilding Holdings Ltd
Yanlord Land Group Ltd
Ying Li International Real Estate Ltd
Yoma Strategic Holdings Ltd

Yah, I'm guessing it will more or less track the STI over the long term. Equal weight?
 

NewInvestor

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What is interesting is that not many people here "invest" in penny stocks? Is this a result of the Blumont saga?
 

felixleong

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What is interesting is that not many people here "invest" in penny stocks? Is this a result of the Blumont saga?

hm.. probably ba

and also different forum attracts different kinda investors

like value buddy forum is all value investors, technical analysis is not allowed to be posted there

whereas sharejunction forum is all punter, all gossip and news... little fundamentals invovled

here is reits and blue chip land LOL
 

Asphodeli

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

investment trust = REITs and business trusts

Eh, well, I have no idea, I just copy the sector allocation off SGX/SharesInv
 
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wondrdoggie

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Most of my portfolio are managed by my banks, I punt a short list of stocks for fun and self-education:

AAPL
BABA
EBAY
SPLUNK
ELLIE MAE
ZILLOW
MERCK
BRISTOL MYERS SQUIBB
DATE
FACEBOOK
PFIZER
LIONSGATE
CABOT OIL
UNDER ARMOUR
KING
NFLX
LENNAR
VALEANT
BLUE NILE

SG ones only around 4 stocks - VENTURE, CAPITALMALL, SINGTEL, and that reit which recently converted to regular shares. Can't remember the name. That's how inactive I am in sgx. Haha
 

NewInvestor

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hm.. probably ba

and also different forum attracts different kinda investors

like value buddy forum is all value investors, technical analysis is not allowed to be posted there

whereas sharejunction forum is all punter, all gossip and news... little fundamentals invovled

here is reits and blue chip land LOL



Haha. Thanks for the reply.
 

wahkao3

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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?
wa u collecting pokemon cards ah! :s13::o
 

Perisher

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wa u collecting pokemon cards ah! :s13::o

Pokemon or not doesn't matter, are they strong?
Did you see any weaklings in there?

You know how big the profit is for those counters?:s12:
 

crow123

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Can see most of you having more or less the same counters..
Mine is
ARA
Sembcorp
Mapletree gcc
Fct
Houtung
China merchants holding
Global investments ltd
St engineering
Ocbc
 

sandwicher

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StarHub
Singtel
M1
CMT
Parkway reit
STE
SCI
SATS
Sheng siong
Thaibev
Old Chang kee
 
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limster

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many elites here with huge portfolio value.

Wah, you can tell portfolio value by looking at the names of the counters? Sure or not.

But why the hate? If the portfoilo value is huge, maybe its because of the power of compounding. Also, maybe they live a simple lifestyle, preferring to save and invest for the future. Stay at home, surf hardwarezone instead of going to expensive restaurants :D

Anyway, I found the list useful as it shows many here are 'conservative investors' My top 3 also blue-chip focus since I am saving for long term and dividend income for retirement.

OCBC
CDL HT
STI ETF
 

appleorange_

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just started end Dec last year,

on my very first day bought Raffles Med, Starhub

now got

Raffles Med
Starhub
Keppel
SCI
STE
ShengSiong
MapleTreeComm Trust

sold Genting and Plife Reit (jin regret, maybe will buy back)

dont think will look to add more counters these few months, at most also increase my holdings

and maybe do some short term speculation
 
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felixleong

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So far a lot of blue chip holders in this forum too

GreAt minds think alike

In before wahkao come comment

"Why so hard up over blue chips"
 

Bedokian

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My managed portfolio, excluding CPF, unit trusts and insurance policies:

73% equities, 18% bonds/fixed income, 6% commodities, 3% cash.

Of the equities, 2/3 are REITs, 1/6 are local non-REIT and 1/6 are foreign shares.
 

beefjerky

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United engineers
Libra holdings
Frasers Centerpoint limited
Singpost

Sold of sino grandness and mermaid maritime to cut loss
 
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