Currently, my percentage of cash comprises 35% of my portfolio with 65% fully invested in equities. At present, my portfolio in terms of paper profits is still yielding a positive return even after the market sell down. ( I have not included the dividends i have received over time.) Having said that, i did consider liquidating [...]

With not much value left to be found in the stock markets and possible risks including stagflation(inflation coupled with anaemic economic growth in developed countries), increase in oil prices or food prices hurting corporate profitability (thereby reducing general stock market upside due to an already large profit base reported), very possible continued increase in interest [...]

Lockup periodSabana Reit-Period of 180 days from listing date. Thereafter, 50% will be locked up for the following 360 days from the end of the 1st lock up period.MIT – Period of 180 days from listing date. Gearing/LeverageSabana Reit – 26.5%MIT-38.5% Performance fee Paid to managerSabana Reit – 0.5% per annum on Net Property Income [...]

September went by without any correction in the stock market. Boring!Hopefully October gets more interesting. We recently sold the Taisin shares we bought on 7 September 2010 and lock in a gain of about 22% in 1 month. The run up in it’s share price on 5th and 6th of October was unexpected and we [...]