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Friday, November 25, 2005

My Investment Portfolio (November 2005)

My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 25 November 2005)

Top 30 Holdings (Sing$ Denominated shares)
1. A-REIT
2. Jaya Holding
3. Noble Group
4. Raffles Education Corp
5. ComfortDelgro
6. KS Energy
7. OSIM International
8. Cosco Corp
9. SGX
10. SembCorp Marine
11. CapitaMall Trust
12. SPC
13. Chuan Hup
14. F&N
15. Unisteel Technology
16. Wheelock Properties
17. Singapore Food Industries
18. Jardine C&C
19. Jurong Tech
20. Keppel Land
21. WBL Corp
22. Sunningdale Tech (formerly known as Tech Group Asia)
23. Hong Leong Finance
24. Keppel Corp
25. Capitaland
26. HTL International
27. First Engineering
28. Cerebos Pacific
29. People Food Holdings
30. Straits Trading

Note: Isetan and Inter-Roller Engineering are left out of the list due to no trade being done on 25 Nov 2005.

Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land
3. Dairy Farm
4. Want Want Holdings
5. Mandarin Oriental

Top Holding (HK$ Denominated shares)
1. Fortune REIT

Top Holding (Aust$ Denominated shares)
1. AV Jennings

Top 5 Holdings (CPF OA investment)
1. CapitaMall Trust
2. STI ETF
3. Keppel Corp
4. A-REIT
5. SingTel

My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199

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3 Comments:

Blogger David said...

Chua,

your portfolio is really fantastic. How did you manage it?

David

7:50 PM  
Blogger ghchua said...

Hi david,

Well, there are 3 criteria which I had used to pick stocks:

1. Value
2. Growth
3. Dividends

As to how I manage a big portfolio, I'am really a passive investor. I don't use any technical analysis. Just buy and hold.

8:51 PM  
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A self-directed investor, looking to invest for retirement needs and bypass all those expensive financial planners/insurance agents. Investing is fun, profitable or most important of all, knowledge gained is useful for the rest of your life!

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