Monday, March 27, 2017

My 10% Portfolio - Changes After 1 Quarter

Before I proceed with the main topic of this post, I just want to say my thanks to those who came and spent their Saturday Morning listening to me "talk".


Hopefully everyone that turn up had learnt something that day!

Back to the main topic... 

These are the updates to my 10% Portfolio:

Current
Oversea-Chinese Banking Corporation
Oversea-Chinese Banking Corporation
Singapore Telecommunications Limited
Singapore Telecommunications Limited
Singapore Airlines Limited
Sold at 5% Profit!
ComfortDelGro Corporation Limited
ComfortDelGro Corporation Limited
Bukit Sembawang Estates Ltd
Bukit Sembawang Estates Ltd
M1 Limited
M1 Limited
Chuan Hup Holding Limited
Chuan Hup Holding Limited
Hock Lian Seng Holding Ltd
Hock Lian Seng Holding Ltd
ST Engineering Ltd
ST Engineering Ltd
Ellipsiz Ltd
Ellipsiz Ltd
PNE Industries Limited
PNE Industries Limited
Suntec Real Estate Inv Trust
Suntec Real Estate Inv Trust
LTC Corporation Ltd
LTC Corporation Ltd
Frasers Centrepoint Limited
Frasers Centrepoint Limited
Captii Limited
Captii Limited
OUE Hospitality Trust
Sold at 5% Profit after Collecting Dividend!
Far East Hospitality Trust
Far East Hospitality Trust
Singapore Post Limited
Singapore Post Limited
CDW Holding Limited
Sold at 5% Loss!
Sing Holdings Limited
Sold at 20% Profit!
BBR Holdings (S) Limited
BBR Holdings (S) Limited
Maxi-Cash Financial Services Corp Ltd
Maxi-Cash Financial Services Corp Ltd
Ocean Sky International Ltd
Ocean Sky International Ltd
Tiong Seng Holding Ltd
Tiong Seng Holding Ltd

Additional: Boustead Singapore Limited

Additional: Yongnam Holdings Limited (Sold at 10% Profit and Bought again after it falls!)

Additional: Samudera Shipping Line Ltd

Additional: Falcon Energy Group Limited

Additional: Starhill Global REIT

Additional: AGV Group Ltd

Additional: CapitaMall Trust

In addition to the current counters in the table above, I have also bought and sold:
1. TIH Limited - With about 15% profit.
2. Pacific Star Development Limited - With about 10% loss.

There are currently 27 counters in my portfolio in total. WOW! 

I remember, at one point in March, I had less than 20 counters. However, as time progress, I felt that I had too much cash and I start searching for value counters. Then, I started buying and... buying.

Another factor that cause me to buy more counters is because I already hit my 10% capital gain already! Therefore, this led me to a thought - What happens if a bear comes along? 

So I decided to find a group of counters that fits the following criteria in order to hedge against a bear scenario;
1. Near to 52 weeks low share price
2. Near to 5 years low share price
3. Low Beta.

But after my research, I realize many REITs appear in this category of counters. Hence I decided to buy more of them to "hedge" against a bear scenario.

Right now, I am still in the mist of looking for another REIT, most probably in the industrial/commercial space.

Please do your own due diligence before you invest in any of the stocks in my portfolio. 

Oh... and do remember, please like our Facebook page (T.U.B Investing) and follow me on InvestingNote.

4 comments:

  1. Hi. Will you be looking to reduce your PNE holding as the price has run up a lot?

    ReplyDelete
    Replies
    1. Hi Fenix,

      Thanks for commenting.

      For PNE Industries, it is a counter I held more than 6 years ago. Whatever I am holding now, is almost fully funded by gains as I did reduce my holdings already previously in 2016.

      Doubt I will do it now. Unless other opportunities arise. But in this bull market, I have my doubts.

      Regards,
      TUB

      Delete
  2. To counter a bear, don't buy REITS.
    They will drop very much as well.
    Most articles go for defensives instead - i.e. staples (like Sheng Siong, QAF etc.) that people need to buy even when in recession and utilities (e.g. Sembcorp would be good if not for fact that they pair their utilities with oil and gas so one part stable, the other part in doldrums - but since one is stable and one is supposedly so low cannot go much lower, then perhaps it is safe).

    The other way is the open a SAXO account and use their automated trailing stop loss and continue investing in shares that are going up during the bull. The stop losses will auto go up also. Then when there is a crash, it will auto sell and lock in profit for you.

    ReplyDelete
    Replies
    1. Hi

      Thanks for commenting.

      I agree that reits got a chance of making losses or go down when market collapse. But so will the defensive counters.

      In addition, I felt these counters are quite expensive now, while some reits are at 52 weeks low. So I buy them.

      At the end of the day, all counters will fall when market collapse. So that's why I also included low beta as a criteria.

      Regards,
      TUB

      Delete