No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation %
1. Starhill Reit 377,000 0.68 256,360.00 29.0%
2. Vicom   31,300 6.29 196,877.00 22.0%
3. Frasers Logistic Trust 163,000 1.11 180,930.00 21.0%
4. Far East Hospitality Trust 230,000 0.64 147,200.00 17.0%
5. Manulife Reit   81,000 US$0.865   94,587.00 11.0%
6. Warchest     1,000     1,000.00   1.0%
Total 876,954.00 100%


The market has rebounded well in 2019 and almost everyone in the local finance community I know are making a good profits so far in these 2 months.

KPO has done wonderful in his portfolio which you can read here while Miss Niao has already concurred double digit returns this year.

Whilst my portfolio has also benefited from the overall trend of the market, it has not performed as well because the nature of the companies/reits I have in the portfolio are constructed to be more defensive in nature.

Alright, let’s get down to business.

First, I added more Starhill Reit and making this my top position in the portfolio which I openly blogged here.

The share price has received some …