Re-posting as I will be organising my watch-list much like my portfolio, and keep them as posts rather than wipe it out each time I update. This retains commentary and thought processes. I’ll unlock this update as the stocks I’m watching has already changed significantly. I’ll be updating a new one for members.
My watchlist is unique among Singaporean bloggers in that I also have a lookout for bonds, and not just stocks. My portfolio weighted more heavily towards stocks, but there used to be a time when I had more in bonds as I was tired of the volatility.
I watch US and China stocks, as I don’t believe in the Singapore stock market. Have been burned too much. I also tend to use the products of the stocks I own, so I’m at least familiar with it.
For bonds, these lean towards bank bonds and perpetuals. These are riskier, but there is no real choice in this low interest-rate environment....