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 shopping malls. (more…)