Friday, 21 December 2012

Portfolio: December 2012

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:
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 

Strategy Commentary:  
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.  :-)  


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