In my previous post, I mentioned that I made some changes to my portfolio. I sold away my profitable growth stocks like Kepcorp, Singtel, AEM ,CapInv. I bumped up on the Prime, United Hamp, Kep Oak CLCT and Elite. So now the allocation looks like this. I wouldn't go into detail in this post why I did it. Just want to have a proper timestamp of my own actions in the future. On top of it, I kept around 100+k cash in my war chest .
I mentioned in my July post that perhaps I should change my name to remove the word REIT since it was almost 50/50 with growth stocks. Now, close to 75% are REITs. So yeah, Ill continue to keep it. Haha.
Did you do anything drastic to your portfolio recently?...