Portfolio Review 2Q17

Currently holding on to 13 counters (see Portfolio Review 1Q10 for 1-3, Portfolio Review 2Q10 for 4, Portfolio Review 4Q10 for 5, Portfolio Review 2Q13 for 6, Portfolio Review 4Q13 for 7, Portfolio Review 2Q14 for 8, Portfolio Review 2Q15 for 9, Portfolio Review 2Q16 for 10, Portfolio Review 3Q16 for 11 and 12, and Portfolio Review 4Q16 for 13):

1. FrasersCT
2. PLife
3. Starhill
4. Cache
5. First REIT
6. Croesus RTr
7. CDL HTrust 
8. OUE HTrust 
9. FCL 3.65%b
10. Hyflux 6%Perp
11. SoilbuildBizReit
12. FCOT
13. AIMSAMP

Next portfolio review due after 30 September 2017.

Note to self: only simple P/L calculated, cumulative dividends was corrected for end 2014. Net equity rose even more than last quarter 1Q17, due in part to Blackstone's offer for Croesus (interestingly, previous delisting experienced was with Pacific's exit offer for PST).