This is an update to my Singapore stock portfolio for Early September 2012. For previous months, please see
My Singapore Stock Portfolio Mid July 2012
My Singapore Stock Portfolio End May 2012
My Singapore Stock Portfolio End April 2012
There are a few changes I have made to the portfolio updates.
1. Instead of fixing it at month end, I may update the portfolio posts anytime, especially if there are many changes.
2. Instead of using cost basis to calculate the portfolio allocation, I am using the current value to calculate the portfolio allocation as I consider this to be a better basis for portfolio balancing. This also means that the portfolio values may shift without me even performing any transactions.
As you can see from the portfolio, I have made many changes to the portfolio. As part of streamlining my portfolio, I have dropped a couple of counters, Cambridge, ...
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