Here’s my current holding.
REITs – This sector has been star performer in first half of 2017. However not all the same. I am fortunate to have quite a number of bright stars here. They easily constitute 40% of my portfolio. Bulk of my dividends hopefully for the years to come.
TELCO – The only possible segment which i feel there is still good room for 2nd half growth. Singtel’s Netlink IPO is a catalyst. But Singtel should be more than that.
STI ES3 – I have reduced my holding largely. Nevertheless it is still quite a size-able amount in my portfolio. This move protected some of my earning this year if there is market wide retreat in 2nd half. I hope to have it build back at right price.
BOND/PREFERENCE – Not much except that I have Singapore Saving Bond removed from tracking.
I am still well invested in …