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Summary of February 2017 Transactions

In the month of February 2017, I made two sell transactions. I have divested Far East Hospitality Trust and NeraTel. You can read more on Far East Hospitality Trust at Far East Hospitality Trust Undervalued or Value Trap?  and NeraTel at NeraTel – An Abandoned Child.

There are a few stocks in my watch list such as Acromec, ISOTeam, Hock Lian Seng, Tai Sin Electric and many more but I shall not be investing in them now with the cash gotten from the sale of Far East Hospitality Trust and NeraTel. The reason is I need more time to do more research and analysis. After a year on, I am still sticking to investing for dividends. If the stock is a growth stock, it will be a plus. (more…)

Summary of November 2016 Transactions

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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…)

Summary of October 2016 Transactions

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If you have been following my blog posts, you will know that I have made 3 sell transactions this month. I have sold off Sheng Siong, Cambridge Industrial Trust and MobileOne Limited (M1). My investment thoughts have slightly change a bit this month and I shall share with you why this is so.

Previously, I have been accumulating stocks which means I have always been buying but not selling. Most of the stocks that I have accumulate are either REITS or business trust because that is where the accretive dividend yield is. One of the thing I missed out doing is housekeeping. When more and more stocks get added to my stock portfolio, I find it hard to manage. Certain stocks in my portfolio has under performed but I am not aware. Thus, this month, I decided to do some housekeeping and also reduce the number of stocks in my portfolio. The ideal number of stocks is around 20. (more…)

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