Stock Allocation
Change LogAllocated KEPPEL DC REIT PO with excessSold FAR EAST HTRUSTBought IS ASIA HYG S$DBought NIKKOAM SGBD ETF (SRS)Portfolio Allocation
The market ends on a high note in October. I did quite a few transactions and some housekeeping for the month.
Firstly, I received the allocation of Keppel DC REIT PO with excess. Although it was not much, the offered price was below the market price so there were unrealized profits immediately.
I then sold Far East Hospitality Trust after the run-up. This is one of my smallest position in my portfolio, so I decided to sell it to reduce the number of stocks I am holding. This means that I am no longer holding any stocks in the hospitality sector. Although REITs in the hospitality sector tend to give higher dividend yield, I felt that capital appreciation are lacking as compared to other sectors. I will be concentrating on other sectors at...