As you may notice from my portfolio (here ) which is very much skewed toward high yield counters like REITs and Business Trust. I would recognize and think that this is not good in the long run as asset concentration in just one or two sectors in my portfolio , as such , I try to diversify and accumulate some non-REIT or Business Trust counters when situation allow.
I have picked up some stocks like Telcos , Banks and Conglomerate since 2014 and of course every industries has their cycle and challenges , some of my investment turned out be in lost and some in profit. Always remembers that in any investment,” sometime we win , sometime we lose “ , and business profitability is really unpredictable as market move in cycles.
As of today ,my investment in 3 telcos are not doing well and I am still sitting with paper lossof around -$14 K (including dividend received ) while for Conglomerate ( Keppel Corp & Sembcorp Ind) are just barely break-even with some profit of ......
