30 Jan '17, 9am

2016 SGX Portfolio Breakdown, and a Li Chun (立春) Idea: So apparently I forgot to do a portfolio review at the start… https://t.co/VE3lcgVICh

So apparently I forgot to do a portfolio review at the start of 2016 (and I’m not sure why!), so I guess it’s opportune to do a breakdown now. Looks like my portfolio is heavily weighted on Finance, mainly due to the REITs which I’ve picked up over the years during the recovery from the 2008 crisis, and Producer Manufacturing, which is a little vague, and I will drill down that sector further below. It looks like the bulk of my exposure to the finance sector consists of REITs and banks, followed by real estate developers. With regards to interest rate hike taking a hit on my REIT portfolio, I’m not too concerned as my prices for most of my holdings are quite low, especially for Frasers Commercial, Suntec and Mapletree Commercial, as I bought the first two at a heavily discounted price (> 50%!), and I was (and …

Full article: http://thefinance.sg/2017/01/30/2016-sgx-portfolio-breakd...

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