I have been neglecting my blog for 4 months. It's not I am very busy. It's just not much actions to share and a bit lazy to update my blog. Well, you can't get rich by being lazy. Anyways, I have a few changes in my portfolio.
Me and my wife share the same bed and the burden of raising our kids, but we don't share much about anything else and our philosophies toward investment or life for that matter are very different. The portfolio I posted here is a combination of mine and my wife's. Since we are unable to compromise our investment style, it's really no point to combine our portfolios. Thus, I have decided to separate our portfolio and without her portfolio, I consider my portfolio a high risk portfolio because I have too much exposure on FSL.
I have decided to get rid of all REITS in my CPF portfolio and fill it with blue chips like SPH because REITS frequently need to raise money by issuing rights and it's a hassle to use CPF money to buy rights. As for cash portfolio, I'll get rid of FSL, Fraser Comm, and K-Green and buying up First and Saizen REIT only. I'll wait for the right time to do all this. I will suffer a great loss, but I think it's necessary because no more low risk stock like Singpost and Plife.
In my absent of blogging, I sold SP Ausnet and bought and sold First Reit.
