Whats Your Top Holding?

[batdow]

china sunsine... if you heard of it. 25% lol

 

[Perisher]

china sunsine... if you heard of it. 25% lol

China Sunshine Paper Hold Company Ltd.(HKG:2002)?
China company listed in HK?

 

[EvilPaladin]

BN4, 32.3%.

 

[xSieghartx]

M1, 18.5%.

 

[starfish.starfish]

Highest is my company stock, followed by SATS @ 15%.

 

[Perisher]

M1, 18.5%.

Your divvy is gao gao...

 

[xSieghartx]

Your divvy is gao gao...

Most of it was acquired recently haha. I've vested in M1 before in the past, but sold all my holdings when it peaked at ~3.95.

But now that the div yield's so high, I couldn't resist adding it to my portfolio again.

 

[Genosis]

My top holding is golden agri with 70k plus paper loss

Another bb spotted

 

[Genosis]

Quite a few people have M1 as top holding...interesting...

And also I notice there are still significant amounts of cash waiting on the sidelines. We are definitely far from an euphoric state in the local market, so no fear of a crash yet.

 

[Average]

Quite a few people have M1 as top holding...interesting...

And also I notice there are still significant amounts of cash waiting on the sidelines. We are definitely far from an euphoric state in the local market, so no fear of a crash yet.

I have more cash because, they are already locked somewhere before i started investing. If all were in savings account, i think cash would not be my largest.

Sent from your gal next door using GAGT

 

[Genosis]

I have more cash because, they are already locked somewhere before i started investing. If all were in savings account, i think cash would not be my largest.

Sent from your gal next door using GAGT

I see...

For me, cash is around 2% of my portfolio (excluding emergency funds). Incoming dividends for Dec and year-end bonus will boost it to almost 3%. Gold is around 0.6% (a few ounces of gold coins)

So, I am almost fully-vested in the market.

 

[Equivocal2011]

1. M1
2. OCBC
3. Singpost



1. Berkshire
2. Visa
3. 3M

 

[Asphodeli]

Hmm largest holding...should be OCBC and SembMarine liao for local stocks.

Overseas, holding largest is Shell and StanChart

 

[Bedokian]

Genting PERPS 5.125%, around 8%.

 

[Perisher]

Hmm largest holding...should be OCBC and SembMarine liao for local stocks.

Overseas, holding largest is Shell and StanChart

You are a big risk taker... take all the fall big ones... Do you see any catalyst for those counters?

 

[ValueInvestor]

Maybe i will open another thread to check on cash %

 

[ValueInvestor]

Quite a few people have M1 as top holding...interesting...

And also I notice there are still significant amounts of cash waiting on the sidelines. We are definitely far from an euphoric state in the local market, so no fear of a crash yet.

Ya lor quite a few ppl
M1 as top holding

M1 is also one of my top few holdings at 12% i think

 

[Asphodeli]

You are a big risk taker... take all the fall big ones... Do you see any catalyst for those counters?

Well, I don't see anything much but a good business at a cheap price...will take a few years to fix up what's broken, but the fundamentals are sound.

 

[Some-one]

Keppel Corp 20%

 

[Maeda_Toshiie]

Well, I don't see anything much but a good business at a cheap price...will take a few years to fix up what's broken, but the fundamentals are sound.

Shell won't collapse, but there is a risk that SMM get taken private at a low price. That may mean that you may be selling back to Sembcorp at a lower price than what you bought it at.