This will be a follow up of my previous post as I talk about the sick Blue Chips in my portfolio.
After my last review of my portfolio, I kept thinking of what to do with my sick Blue Chips. I believe that I should reduce the number sick Blue Chips in my portfolio. Eventually, it was a decision to keep either ComfortDelGro or M1.
By the time you read this, and as the title suggest, I will have already sold off all my M1 shares.
So why did I choose ComfortDelGro over M1?
1. I have Singtel and M1.
Since I already have 2 telecommunication companies in my portfolio, and this industry will be impacted in the future, I decided to just keep 1 of them in my portfolio.
2. ComfortDelGro is a much bigger company!
Other than market cap, ComfortDelGro is a much bigger firm than M1. ......