30 Nov '16, 2am

Summary of November 2016 Transactions: Wow, time flies. We are in the 2nd last month of the year 2016. Having sold…

Wow, time flies. We are in the 2nd last month of the year 2016. Having sold off Sheng Siong, M1 and Cambridge Industrial Trust, I have spare cash in my war chest to deploy. Taking opportunity of the Trump Crisis where stocks and REITs are slightly beaten down, I added more of Capitaland Mall Trust into my stock portfolio. (Read more at My Personal Analysis of Capitaland Mall Trust ) Capitaland Mall Trust now occupies 9% of my stock portfolio. The reason I added more of Capitaland Mall Trust is for more exposure to Retail REITs. This month, I categorize my stocks and REITs into the industry they are focused on. I noticed that the stocks and REITs I held have very little exposure to the retail sector and thus I decided to add more of it by adding more of Capitaland Mall Trust which is very much focused on …

Full article: http://thefinance.sg/2016/11/30/summary-of-november-2016-...

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