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Q1 2021 Portfolio Updates
By Just my thoughts on investing  •  March 21, 2021
 Market continued its uptrend from 2020, and with the Covid-19 situation stabilising, the old economy counters have started to recover as well. Overall, the local market had moved up along with the rest of the global indexes. As such, some of the sectors are not as cheap as they were during the massive correction last year. Transactions With the recent run up, I took profit on the following counters. KimlyDBSOCBC (Partial)ExxonSTI ETF (Partial) Some of the counters were mentioned in this post. For DBS, using 5 years average dividend of $1.09, at $25 it is fairly valued. Of course it can go higher but I am happy with my profit. The reason that I took profit is they have given me decent returns, most up to 5 years worth of dividend that I would have collected. With the sale, I can use it to invest in counters unloved (below) at...
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By Just my thoughts on investing
Me am simple man with simple needs.
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