JanQuin Portfolio

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I have been following this forum since 2013 and have learned much from various forummers. Last year, I decided to be more active in writing my investment blog but fast forward to June 2016, I have yet to keep up to it. Making another push for it now and will use this platform to share my portfolio as an impetus to become more active in posting and sharing on both my blog and this forum. 

Base on my review last year, I am following this guide in terms of portfolio allocation.
  • 60% of the portfolio will be invested in companies that regularly hand out dividend and provides a yield of about 5%.  REITs will form part of this 60% but no more than 40% of the entire portfolio.
  • 40% of the portfolio will be invested in growth companies with consistent ROE of at least 10% or positive growth prospect. Out of this, no more than 10% will be used for punting on potential story.
As of today, these are the companies in my portfolio. Some details on buying and selling decisions can be found at my blog at https://mrtfi2024.blogspot.sg/

REIT (39.8%)
Parkway Life REIT
Starhill Global REIT
Capital Retail China Trust
CDL Hospitality Trust
Fraser Centrepoint Trust

Dividend Stocks (17.3%)
SGX
ST Engineering
Vicom

Growth Stocks (31.2%)
Straco
Best World
Raffles Medical
Food Empire

Punt (8.1%)
Valuetronics
Sunningdale Tech
Cityneon
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Messages In This Thread
JanQuin Portfolio - by JanQuin - 23-06-2016, 10:39 AM
RE: JanQuin Portfolio - by brattzz - 23-06-2016, 05:15 PM
RE: JanQuin Portfolio - by JanQuin - 27-06-2016, 04:26 PM
RE: JanQuin Portfolio - by BlueKelah - 24-06-2016, 12:53 AM
RE: JanQuin Portfolio - by JanQuin - 27-06-2016, 04:35 PM
RE: JanQuin Portfolio - by edragon - 24-06-2016, 09:59 AM
RE: JanQuin Portfolio - by JanQuin - 27-06-2016, 04:36 PM
RE: JanQuin Portfolio - by brattzz - 24-06-2016, 04:03 PM
RE: JanQuin Portfolio - by corydorus - 25-06-2016, 12:38 AM
RE: JanQuin Portfolio - by JanQuin - 27-06-2016, 04:50 PM
RE: JanQuin Portfolio - by JanQuin - 06-07-2016, 03:04 PM
RE: JanQuin Portfolio - by chialc88 - 06-07-2016, 05:26 PM
RE: JanQuin Portfolio - by JanQuin - 06-07-2016, 10:38 PM
RE: JanQuin Portfolio - by chialc88 - 09-07-2016, 08:24 AM
RE: JanQuin Portfolio - by JanQuin - 14-07-2016, 09:57 PM
BWL, Straco and micromechanics - by chialc88 - 14-07-2017, 09:50 PM
RE: JanQuin Portfolio - by JanQuin - 16-07-2017, 03:30 PM

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