JanQuin Portfolio

[JanQuin]

I have been following this forum since 2013 and have learned much from various forummers. Last year, I decided to be more active in writing my investment blog but fast forward to June 2016, I have yet to keep up to it. Making another push for it now and will use this platform to share my portfolio as an impetus to become more active in posting and sharing on both my blog and this forum. 

Base on my review last year, I am following this guide in terms of portfolio allocation.

• 60% of the portfolio will be invested in companies that regularly hand out dividend and provides a yield of about 5%.  REITs will form part of this 60% but no more than 40% of the entire portfolio.
  
• 40% of the portfolio will be invested in growth companies with consistent ROE of at least 10% or positive growth prospect. Out of this, no more than 10% will be used for punting on potential story.
  

As of today, these are the companies in my portfolio. Some details on buying and selling decisions can be found at my blog at https://mrtfi2024.blogspot.sg/

REIT (39.8%)
Parkway Life REIT
Starhill Global REIT
Capital Retail China Trust
CDL Hospitality Trust
Fraser Centrepoint Trust

Dividend Stocks (17.3%)
SGX
ST Engineering
Vicom

Growth Stocks (31.2%)
Straco
Best World
Raffles Medical
Food Empire

Punt (8.1%)
Valuetronics
Sunningdale Tech
Cityneon

[brattzz]

Mmm...save ur 8% punts lah., dun't waste money...buy STI index...

[BlueKelah]

Wow three years here and a portfolio for punt, reit, div and growth.

With such a mix of strategies, better just buy sti index???

Looks like just another smogasboard of popular and overvalued stocks with a focus divided between growth and passive div investing.

Where is the value?[SMILING FACE WITH OPEN MOUTH AND COLD SWEAT]

Any spare bullets left to shoot ?

JusT me 2 cents..




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[edragon]

Well done, JanQuin.

I agree with your views on Straco. The upside is so much more than the downside.
Most important point I think is the local authorities here are in full support mode for tourism and allocated funds in this endeavour.

Thanks for sharing.

[brattzz]

brexit is here already! deploy ur 8% now!!! buy-buy-buy!

[corydorus]

Mix strategies can also beat STI quite alot if you select carefully. Personally i prefer stability with some growth over time on majority of my portfolio with more focus on a number of key companies in the index with some mix of safer bond and even STI mounting on it. And some "punting" on value stocks to spike the returns.

[JanQuin]

Mmm...save ur 8% punts lah., dun't waste money...buy STI index...

haha, need to satisfy my itch hand. 
but appreciate your advice.

[JanQuin]

Wow three years here and a portfolio for punt, reit, div and growth.

With such a mix of strategies, better just buy sti index???

Looks like just another smogasboard of popular and overvalued stocks with a focus divided between growth and passive div investing.

Where is the value?[SMILING FACE WITH OPEN MOUTH AND COLD SWEAT]

Any spare bullets left to shoot ?

JusT me 2 cents..




Sent from my MotoG3 using Tapatalk

Sorry, wouldn't clear in my post. 3 years at valuebuddies and many years back at the then Wallstraits which I was very passive too. Having said that, I don't think a low number of years necessary mean someone is not good at investing and vice versa.
Did consider STI ETF when I reviewed my positions last year but since I am still fortunate to do better than STI ETF at the moment, I will continue to have fun for the moment.

cheers.

[JanQuin]

Well done, JanQuin.

I agree with your views on Straco. The upside is so much more than the downside.
Most important point I think is the local authorities here are in full support mode for tourism and allocated funds in this endeavour.

Thanks for sharing.

Let's hope they continue to manage the company well and have another great decade ahead.

[JanQuin]

Mix strategies can also beat STI quite alot if you select carefully. Personally i prefer stability with some growth over time on majority of my portfolio with more focus on a number of key companies in the index with some mix of safer bond and even STI mounting on it. And some "punting" on value stocks to spike the returns.

My strategies changed over time. Used to be not that bother abut dividend. With age and changes in priorities, I would like to generate more income from my portfolio in the coming years. However, if it's just solely based on dividend and nothing else, I would be bored. So hopefully can find a few companies that can grow over time. Of course lagi best, if they give out dividend.