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
Labels: Portfolio
1 Comments:
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.
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