Cory Portfolio Re-balance
Mapletree NACT is one of Cory Striker and Dividend producer. One of Cory Core position in the portfolio. However the Black Swan event in Hong Kong provides some jittery to Cory fragile heart. After a black eye, decided to release it for better nights and securing profits. The pain is felt as not only Cory needs to look for growth compensation but also dividend support. At the same time to mitigate the risk.
To cover the gap, four new / add positions are made. Namely,
Sph Reit – Average Dividends Stability
iReit Global – Strong Yield with high level risk. Small position.
Vicom – Average Dividend Stability and Strong Defensive (expanded significantly)
Aims Apac Reit – Good Dividends with slightly higher risk
follow by sale of Sheng Siong. Long time lover who provided 5 years of good returns.
What an exercise ! Thank you Hong Kong ! I will be back when