Portfolio

My current holdings are:

• Singtel
• Starhub
• M1
• CapitaMall Trust
• PLife REIT
• UOB
• SATS
• ST Engineering
• Sembcorp Industries
• Sheng Siong
• Old Chang Kee
• Thai Beverage
• Raffles Medical

Unrealised gain: 5.50%

Dividend yield: 4.27%

Is it a bit too diversified? 

These picks give me a balance of growth and income stocks. I tend to favour bluechips and stocks which are simple, low gearing and have consistent (good) results.

Some of these are also resilient in bad times. I like to cover my downside :)

Significant unrealised capital gains include:

              + 26%

                   + 30%

+ 55%

Do you own any of those stocks too? Any comments for them?