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My Portfolio Management Philosophy
By Invest For Yourself  •  October 27, 2019

Below is a comparison of my Top-10 holdings at end 24 Oct and end Aug 2019.

End Oct-19 End Aug-19 1. Singtel (same) Singtel 2. OUE (up from #10) OUE Com Reit 3. Eagle Hospitality (up from #9) Raffles Medical 4. Centurion (-) Q&M 5. Q&M (down from #4) Accordia Golf 6. Raffles Medical (down from #3) CapitaRetailChina 7. OUE Com Reit (down from #2) ManulifeReit 8. Frasers Prop (-) SPH 9. SPH (down from #8) Eagle Hospitality 10. Ho Bee (-) OUE

As I mentioned in my previous blog, I noticed that there was quite a fair bit of trading (churning) over the last 2 months. Except for Singtel that continues to hold the top position, the rest have been changed.

Noticeably, I added more shares of OUE, Eagle Hospitality, Centurion, Frasers Property and Ho Bee to my holding. Interestingly as I now reflect on this observations, they are

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