The month of December saw a big jump in the market value of my portfolio.
This was mainly due to:
a) 36% surge in share price of UE since my last post.
Actions taken in Dec: Nil
My top 3 holdings are: 1) United Engineers, 4% yield, Holding for large % CAPITAL GAIN 2) Frasers Centrepoint Trust, 5% yield, Holding for stable CASHFLOW 3) Stamford Land, 4% yield, Holding for large % CAPITAL GAIN
Am in the midst of reviewing the valuations of the companies in my portfolios as it is the year end.
However, as I do not see exuberance for these companies share prices yet,
I guess I will just hold them for now. :-)