starcraft_76's portfolio

[starcraft_76]

The following are my portfolio

AIMSAMP Reit
APTT
Cambridge
Capitaland
China Fish
ChinaXLX
CitySpring
CMPacific
Croesus RT
FirstReit
FSL Trust
GlobalInv
Hotung
LMIR
Raffles Edu
Rickmers
SaizenReit
Samudera
SP Ausnet
Ying Li

Most of the counter that I own is for dividend collection. Some are legacy from when I started to buy share, and others are speculative in nature and got stuck. Still not used to cut loss.

[starcraft_76]

A quick update. Added GP Battery to my portfolio recently.

[brattzz]

too many counters or too litter?

[starcraft_76]

too many counters or too litter?

Hmm.. I might not get your question correctly.

I think the counter that I have is considered many to some of you in VB. However, if we look at it from the perspective of similar type of share, it is not really a lot.

Majority of my holding are actually REIT or Business Trust.

While some of it are the share stuck since long time ago, which I had mentioned that i'm not getting used of cutting lost.

Rather than sell down the REIT / Business Trust category to diversify, I had instead bought some of the share of other type to have some diversity, such as GP Battery, Hotung and CMPacific.

Btw, realized that I also own Hong Fok, which I actually forgot that I have it in my portfolio.

[starcraft_76]

too many counters or too litter?

Hmm.. I might not get your question correctly.

I think the counter that I have is considered many to some of you in VB. However, if we look at it from the perspective of similar type of share, it is not really a lot.

Majority of my holding are actually REIT or Business Trust.

While some of it are the share stuck since long time ago, which I had mentioned that i'm not getting used of cutting lost.

Rather than sell down the REIT / Business Trust category to diversify, I had instead bought some of the share of other type to have some diversity, such as GP Battery, Hotung and CMPacific.

Btw, realized that I also own Hong Fok, which I actually forgot that I have it in my portfolio.

Did a quick check, it seems that 86% of my holding are REIT and Business Trust.

As of today, the following are my top 10 holding base on cost:

AIMSAMP Reit
APTT
LMIR
FirstReit
SaizenReit
CitySpring
CMPacific
Croesus RT
Hotung
Rickmers

These share is about 89% of my holding.

[valuebuddies]

Did a quick check, it seems that 86% of my holding are REIT and Business Trust.

As of today, the following are my top 10 holding base on cost:

AIMSAMP Reit
APTT
LMIR
FirstReit
SaizenReit
CitySpring
CMPacific
Croesus RT
Hotung
Rickmers

These share is about 89% of my holding.

Thanks for sharing! I might fail my math, but I would give it a try:

CMP + Hotung < 14%
So, Croesus + Rickmers < 14%
So, the top 6 > 61%

Correct? Think you have quite big bet on APTT and the Ruppiah

[starcraft_76]

Did a quick check, it seems that 86% of my holding are REIT and Business Trust.

As of today, the following are my top 10 holding base on cost:

AIMSAMP Reit
APTT
LMIR
FirstReit
SaizenReit
CitySpring
CMPacific
Croesus RT
Hotung
Rickmers

These share is about 89% of my holding.

Thanks for sharing! I might fail my math, but I would give it a try:

CMP + Hotung < 14%
So, Croesus + Rickmers < 14%
So, the top 6 > 61%

Correct? Think you have quite big bet on APTT and the Ruppiah

You might be right, you might be wrong.

I'm not going to say more than what had been reveal, as i'm not too comfortable to reveal more than what had been revealed.

[starcraft_76]

Added SembCorp Ind to my portfolio recently.

[starcraft_76]

A quick update. Added GP Battery to my portfolio recently.

Bought some GP Battery when it was 77cts. Noticed that it had run up to 95cts (about 20%). Had been pondering whether I should sell it off now or not..

[starcraft_76]

Trim my holding on GP Battery @ $1.

Used some fund from selling GP Battery to buy Peguin International.