In my last blog, we saw that I made some changes in my S-REITs portfolio in 1Q 2017. Regular readers might recall that the quarter also saw some changes in my non-REITs portfolio.
I made the following changes to my non-REITs portfolio:
1. Increased my investment in APTT and then sold it within 2 months.
See: Sold APTT at higher price.
2. Increased my investment in QAF Limited.
3. Invested in Kingsmen Creatives.
See: Kingsmen Creatives Limited.
4. Increased my investment in Religare Health Trust.
5. Invested in Centurion.
See: Centurion Corporation Limited.
6. Invested in Guocoland.
See: Guocoland and Mr Quek.
Eco World, GuocoLand to hold 27% stake each.
Quite a few changes, I must say, and, naturally, my cash position is very much lower now. Off the top of my head, cash is probably at less than 20% …