Wednesday 16 September 2015

Portfolio September 2015

In August, I sold out on King Wan, Pan United and Soilbuild. Since then I have added increase my stakes in Kingsmen Creatives and Hour Glass. I have also added Capital Retail China Trust, ST Engineering and Parkway Life REIT. The following is my current holding:

For Income (52%)

REIT (31%)
Starhill Global REIT
Croesus Retail Trust
Capital Retail China Trust
Parkway Life REIT
Dividend Stocks (21%)
M1
ST Engineering
Design Studio

For Growth and Punting (36%)

Growth Stocks (29%)
Kingsmen Creatives
The Hour Glass
Punt (7%)
CDW
Food Empire

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