Shares & Derivatives
2017 Year End Stock Take
By CS Jacky - 360 Wealth Management  •  December 31, 2017
*shares quoted in this article are for education and learning purposes only. It does not constitute a buy or sell call
 
How was your 2017? Did it go according to your plan? How many ticked check boxes do you have on resolution list done up this time last year?
Here are my year end records and musing. 
Overall Returns
Investment wise, 2017 is a year to remember as I had the best returns so far. My Time Weighted return for 2017 is 26.5%, including dividends.
Individual Stocks - Positives
These shares had good un-realised profits in 2017 plus dividends:
  • Mapletree Greater China Comm Trust - 37.3%
  • Ascendas Reit - 24% 
  • Frasers Centrepoint Trust - 23.5%
  • HSBC Holdings - 22.1%
  • Tai Sin - 17.2%
Not surprisingly, REITs are the top performers of in my portfolio. They have been on an amazing streak this ...
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By CS Jacky - 360 Wealth Management
MAS dual-licensed stock remisier and financial adviser with Phillip Securities. Graduated with a Bachelor of Business Administration (Finance) from NUS. Bought first stock at the age of 22 and had been regularly investing in stock market since 2010. Select strong companies with good prospect trading at low valuation using a unique blend of fundamental, portfolio and technical analysis. Also invest in REITs for regular dividends.
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