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Recent Action – Vicom Ltd
By A Path to Forever Financial Freedom (3Fs)  •  August 16, 2019
One of the ways to do them is through the accumulation of defensive stocks which tend to be more resilient during period of uncertainties. I was fortunate to have a few of these defensive resilient companies in my portfolio, which include the likes of Vicom, Starhill Reit and Netlink Trust when I started the year, each of them taking up a very large position in the portfolio. I began to unwind each of them slowly, as I look to build up more warchest in anticipation of events like what we have today, with the divestment of Starhill Reit back in May at a (relatively so-so on hindsight) price of 75 cents and divestment of Netlink Trust back in Jun at a (relatively so-so on hindsight) price of 88 cents. On hindsight, these are not peak-call divestment since both are still trading at this range today which technically means I...
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By A Path to Forever Financial Freedom (3Fs)
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