My Investment Portfolio (November 2006)
My S'pore Stock Portfolio - Top Holdings, cash investment only (correct as at 26 November 2006)
Top 30 Holdings (Sing$ Denominated shares)
1. Raffles Education Corp
2. SGX
3. Cosco Corp
4. A-REIT
5. KS Energy
6. Jaya Holdings
7. OSIM International
8. Unisteel Technology
9. Wheelock Properties
10. Keppel Land
11. SembCorp Marine
12. ComfortDelgro
13. CapitaMall Trust
14. Inter-Roller Engineering
15. F&N
16. Capitaland
17. Noble Group
18. Jardine C&C
19. CapitaCommercial Trust
20. Keppel Corp
21. WBL Corp
22. Isetan
23. United Overseas Land
24. SPC
25. SIA Engineering
26. Sembawang Kimtrans
27. Food Empire
28. Singapore Food Industries
29. Ho Bee Investments
30. Labroy Marine
Top 5 Holdings (US$ Denominated shares)
1. Jardine Strategic
2. Hong Kong Land
3. Want Want Holdings
4. Mandarin Oriental
5. Datacraft Asia
Top Holdings (HK$ Denominated shares)
1. Fortune REIT
2. Tan Chong International
Top Holding (Aust$ Denominated shares)
1. AV Jennings
Top 5 Holdings (CPF OA investment)
1. Keppel Corp
2. STI ETF
3. CapitaMall Trust
4. A-REIT
5. SingTel
My Unit Trust Portfolio:
http://www.fundsupermart.com/main/community/Portfolio_View.svdo?id=P199
Labels: Portfolio
posted by ghchua at 7:55 PM
2 Comments:
Wow your portfolio is so diversified? Unit trusts by themselves already are pretty diversified, but your 30-over stocks are going to dilute return (risk as well, of course) further....
Just my view. Unless you have a certain strategy to managing such a portfolio.
Hi DanielXX,
Nice to hear from you. By the way, I am a frequent visitor of your "Hots Stocks Not" blog.
Well, I shared most of my investment thoughts in the sgfunds.com forum. You might wish to visit http://forums.sgfunds.com/viewtopic.php?p=103819#103819
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