This month, I have divested StarHub and Keppel REIT from my stock portfolio. The above chart shows my current stock allocation. I am looking at divesting Soilbuild Business Space REIT from my stock portfolio as well but the current share price is not quite right yet and I need to do further research on its recent financial results as well prior to making a sell decision. Lippo Malls Trust was also on my strike off list but it seems that based on dividend yield, it is still yield lucrative based on current share price.
You can read more about my sale transactions this month below.
The sale of Keppel REIT has caused my exposure to office REITs to be reduced to 2%. The 2% purely comes from Frasers Commercial Trust. After the sale of Keppel REIT, I will be on a lookout for another quality ......