Portfolio Review 3Q18

Currently holding on to 12 counters (see Portfolio Review 1Q10 for 1-3, Portfolio Review 2Q10 for 4, Portfolio Review 4Q10 for 5, Portfolio Review 4Q13 for 6, Portfolio Review 2Q14 for 7, Portfolio Review 2Q15 for 8, Portfolio Review 2Q16 for 9, Portfolio Review 3Q16 for 10, Portfolio Review 4Q16 for 11, and Portfolio Review 4Q17 for 12):

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

Next portfolio review due after 31 December 2018.

Note to self: only simple P/L calculated. Continued uncertainty over Hyflux, especially as currently under court protection, i.e. 6-month moratorium from creditors until year end. US-China trade wars looming as well, causing a drag on stocks.