Currently holding on to 11 counters (see Portfolio Review 1Q10 for 1-3, Portfolio Review 2Q10 for 4, Portfolio Review 4Q10 for 5, Portfolio Review 1Q11 for 6, Portfolio Review 4Q12 for 7, Portfolio Review 2Q13 for 8, Portfolio Review 4Q13 for 9, Portfolio Review 2Q14 for 10, and Portfolio Review 2Q15 for 11):
- FrasersCT
- PLife
- Starhill
- Cache
- First REIT
- Cambridge
- Sembmarine
- Croesus RTr
- CDL HTrust
- OUE HTrust
- FCL 3.65%b
Note to self: only simple P/L calculated. Heavy paper losses this quarter, to the extent of first time experiencing overall portfolio paper loss
