Portfolio Sharing Thread

[felixleong]

currently 90% vested (dividends 4%), 10% in cash (1.5% FD)

 

[RedSlayer]

86% vested, the rest in cash. Still got a job to earn more money. I still need it lol :/

 

[felixleong]

StockBrokerPlaysPoker: Portfolio Update - Added UOB

 

[Perisher]

Looking at adding M1, UOB, Silverlake, Wingtai

 

[lcornwisky]

86% vested, the rest in cash. Still got a job to earn more money. I still need it lol :/

I also have about 10 percent alloted to sports betting and trips to mbs the rest is trading

 

[lcornwisky]

Anyway i am going to receive a huge line of credit about 100k which is the same as contra without broker fees essentially

 

[lcornwisky]

So jus waiting first

 

[felixleong]

Anyway i am going to receive a huge line of credit about 100k which is the same as contra without broker fees essentially

line of credit?

what's the interest rates like or any fees?

 

[1000miles]

Hi,

Was sort of sleeping in HWZ these years.

My holdings are:
- AIMSAMP, Ascendas, Ascendas HT, Cache, Croesus, Lippo, MIT, OUE HT,
- M1, Starhub, SPH
- ARA,Tai Sin
- Dyna-Mac, Nam Cheong, Noble
-CapMallTrb3.08, CapMallTrb3.08

I started investing in 2010 mainly in telecom & reits. Recently start to venture to O&G, commodities, however trading skill is lousy.

Apart from Lim&Tan, Poems, I use SCB these days, nibbling each time.

 

[felixleong]

Hi,

Was sort of sleeping in HWZ these years.

My holdings are:
- AIMSAMP, Ascendas, Ascendas HT, Cache, Croesus, Lippo, MIT, OUE HT,
- M1, Starhub, SPH
- ARA,Tai Sin
- Dyna-Mac, Nam Cheong, Noble
-CapMallTrb3.08, CapMallTrb3.08

I started investing in 2010 mainly in telecom & reits. Recently start to venture to O&G, commodities, however trading skill is lousy.

Apart from Lim&Tan, Poems, I use SCB these days, nibbling each time.

wow your first post
nice

welcome on board ^^

 

[sg_scouser]

sharing mine..started this yr only..learning along the way

ARA
CMT
Keppel DC
Parkway Life
Sheng Siong

 

[linxiaobei]

Hi,

Was sort of sleeping in HWZ these years.

My holdings are:
- AIMSAMP, Ascendas, Ascendas HT, Cache, Croesus, Lippo, MIT, OUE HT,
- M1, Starhub, SPH
- ARA,Tai Sin
- Dyna-Mac, Nam Cheong, Noble
-CapMallTrb3.08, CapMallTrb3.08

I started investing in 2010 mainly in telecom & reits. Recently start to venture to O&G, commodities, however trading skill is lousy.

Apart from Lim&Tan, Poems, I use SCB these days, nibbling each time.

Woah! Virgin post given to this thread! Ur portfolio seems more reits heavy? Any plans to restructure your portfolio in the near future?

Sent from The Sun using GAGT

 

[linxiaobei]

sharing mine..started this yr only..learning along the way

ARA
CMT
Keppel DC
Parkway Life
Sheng Siong

Yours also quite reits heavy. You got them on low price?

Sent from The Sun using GAGT

 

[sg_scouser]

Yours also quite reits heavy. You got them on low price?

Sent from The Sun using GAGT

not really low..but small amount only..planning t restructure once price gd

 

[felixleong]

sharing mine..started this yr only..learning along the way

ARA
CMT
Keppel DC
Parkway Life
Sheng Siong

nice and focused port
I have ARA and CMT too

however yours 4 property related and 1 consumer stock
the reits part is good coverage among retail,healthcare and infra

maybe if future when adding new stocks can consider other industries to diversify
such as banks or other blue chips

cheers

 

[1000miles]

Yup, more REITS & telecom inclined.

Going to offload Ascendas, Ascendas HT, SPH, Starhub. I bought them using SCB, hence many counters are few lots only , offload to be more focus.

Why sell Starhub? They going offensive to capture corporate customers at expense of profit. My wife corporate starhub 4G 4 plan is 50% off.

AIMSAMP, Cache got it during 2011, MIT during IPO.

Aiming for SCI, Keppel

 

[felixleong]

StockBrokerPlaysPoker: Portfolio Update - CMT Out M1 In

 

[Geforce3]

Just bought into CCT... not much but using SCB so commission charge not that jialat

 

[felixleong]

http://stockbrokerplayspoker.blogspot.sg/2015/03/portfolio-update-reduced-keppel-corp.html

 

[Mochizuki]

Just vested in cash rich Wee Hur after quite some time... 0.02 dividends next month. 0.03/0.04 dividend a year... that gives a yield of about 8% with lots of potential for growth...