Monday, September 30, 2013

Stock & Unit Trust Portfolio Update Aug 2013

Continuing on from Stock & Unit Trust Portfolio Update Apr/May/Jun 2013,

  • 6 Aug 2013
    Added to Croesus RTr existing holdings
  • 14 Aug 2013
    Added to Cambridge existing holdings

Portfolio Review 3Q13

Currently holding on to 9 counters (see Portfolio Review 1Q10 for 1-3, Portfolio Review 2Q10 for 4, Portfolio Review 4Q10 for 5-6, Portfolio Review 1Q11 for 7, Portfolio Review 4Q12 for 8 and Portfolio Review 2Q13 for 9):

  1. FrasersCT
  2. PLife
  3. Starhill
  4. Cache
  5. First REIT
  6. Sabana
  7. Cambridge
  8. Sembmarine
  9. Croesus RTr  
Next portfolio review due after 31 December 2013.

Note to self: only simple P/L calculated