Total Assets
Traded ValueWeek 4 – My Portfolio Health Check
1. A sudden jump in $ThaiBev(Y92.SG) price helped my over portfolio. They have recently reported better than expected profit margin and potential speculations of listing their Beer and Spirit businesses. Watch out for the breakout.
2. My biggest portfolio $Olam(VC2.SG) has consolidated slightly over the past week. I still believe it's potential especially Temasek holds around 52%. I expect special dividends is coming.
3. Recently added $ComfortDelGro(C52.SG) as the price dropped to very attractive price. When oil price stabilised, it should move up.
4. The hiccup in M1 divestment caused $Keppel(BN4.SG) to drop quite a bit. Happy to continue my DCA.
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