Portfolio allocation as of Jan '23.
- SG Shares: CDG, DBS, SGX, Valuetronics
- SG Reits: Syfe Reit+
- US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPST
The rally so far in 2023, coupled with additions to the portfolio, propelled my total invested capital to record highs. But I'm having mixed feelings to be honest, on one hand it's nice to see my portfolio value go up, yet having undeployed cash on the sidelines and seeing fewer buying opportunities is frustrating.
For this month I only added to my position in CDG, a laggard which was still trading below its Covid lows recently. This is mainly a recovery play and I've written about its merits in my previous posts. Another interesting company that I've looked at is Haw Par. For my Singaporean friends, you may be familiar with the Tiger Balm brand, which is manufactured by them. But beyond that, they are also an investment holding company with stakes in UOB and UOL....
