NikkoAM-STC Asia Ex-Japna REIT - Breakeven position. Continue to build up this ETF in RSP
SIA - Strong recovery to 5.8x level, will consider disinvest this counter once it become green position
OCBC - Breaking 11.xx level, green position finally. Will continue to hold for long term.
CapitaLand - Big news on the restructuring. Currently trading at 3.7x. I like the transformation but I don't like the odd lot of CICT that come with the package. Will consider selling if the price hits 4.00 and above.
Genting Singapore - strong recover to 0.9x, but still in red position
ComfortDelGro - recover to 1.7x, following trend for SIA and GS
Singtel - recover to 2.4x, breakeven, will hold for now
NetLink NBN - Hold steadily at 0.95, fundamental no change, will keep for long term dividend
HSTech ETF - trading at 1.3x, red position, still very volatile
UOB - Breaking 26, green position, consider to add at XD
Top Glove - The least performer among all holdings, keeps dropping after XD. Waiting for result announcement and news on HK listing
CityDev - Breaking $8.0 finally, initial thought was to holding this for short term and sell after hitting 10% profit and above. Now since CapitaLand is delisting the property developer arm, I may consider holding this for long term for a stake in Singapore property developer.
Currently my portfolio is nearly breakeven.
I see strong recover in traditional businesses such as banks, transports, property developer and etc. STI index has been recovering from 3,000 to 3,200.
My RSP for both ETFs are also in green position. However, my StashAway is not performing good and in red position.
I am also eyeing on opportunity to add some REITs to build up my passive income stream.
Watch lists: FLCT, MIT, MLT,
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