03-09-2011, 11:16 AM
(02-09-2011, 05:25 PM)exige Wrote: Btw, what kind of stocks are you holding on to? ie: which industries? Saw that you have 55% in SGX-listed equities
Hi Exige,
I have a healthcare REIT, some manufacturers (industrial) and more recently, I've been going into defensives (a telecom, a holding co., airline services and a retailer to kiasu Singaporeans).
I started off buying stocks based on big macro ideas, then once I had a 'sort-of' idea of how to read Financial Statements, I started using more of that. Now, I'm starting to find a balance between the two.
How about yourself?