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