Top 10 Holdings

Many readers asked me in the past why I focus big on banks and quality REITs since 2016. In my opinion, it is rather obvious that the local market's niche is banks and REITs. More traditional 'legacy' businesses were deteriorating or being disrupted. SMRT, NOL, Noble Group, SPH, Starhub, SingPost, SIA etc etc, you name it. The writing has been on the wall for quite some time. Sooner or later, well-run REITs should become big caps in the local market. Well, we are witnessing the transition now. The stubbornly-low interest rates since the 2009 GFC helped too. I am just staying ahead of the curve. Now, I am seeing more of my vested REITs becoming blue-chips on the STI. Keppel DC REIT could very well be the next prime candidate for inclusion to the STI by the end of 2020....