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.

See: What is QAF really worth?

3. Invested in Kingsmen Creatives.

See: Kingsmen Creatives Limited.

4. Increased my investment in Religare Health Trust.

See: Increased investment in RHT.

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% …