Portfoilo

Portfolio


Portfolio Holdings (Updated as of 7 Sep 2017)
Suspended Shares

China Fishery - 260,000 shares


2 comments:

  1. Why aren't you deploy more of your cash? Do you think the market has peaked?

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    Replies
    1. Hi Thomas, from my end Q1 update, I have actually deployed slightly more cash into stocks (mainly FSL trust). Just to give an update, I had sold off Hyflux CPS and Penguin and deployed them into FSL. However cash holdings is still at quite a high of 35%.

      Currently I see only very few undervalued gems being only FSL which is attracting me. Only FSL trust is attractive to me, but I dont want to keep accumulating more because of concentration risk

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