Mr H Invests – Fall 2018

The last quarter flew by rather quickly in a swift.

Currently the bulk of the equities holdings are in Asia, while a minority is in US. The subsequent markets in consideration lies in EU region – for a later time or via Unit Trust/ETFs.

Overview

This season saw an adjustment and increase in portfolio holdings. At the same time the market went on a dive. While there was a limited window of opportunity to go into cheaper equities. 2019 might be a better year to stash away some cash and see how the market trends itself – personal opinion.

Equities Holdings

SG

  • Breadtalk (CTN) – 100
  • Sheng Siong (OV8) – 100
  • Oxley (5UX) – 300
  • Ascott REIT (A68U) – 100
  • KEPPEL REIT (K71U) – 100
  • Mm2 Asia (1B0) – 700
  • Cromwell REIT (CNNU) – 100
  • Frasers Log & Ind Trust – 100

HK

  • RAZER (1337) – 1000
  • New Century REIT (1275) – 1000

MY

  • Amway (Malaysia) Holdings (6351) – 100
  • Maybank (1155) – 100
  • Genting Berhad (3182) – 100
  • MRCB-Quill REIT (5123) – 100
  • Pavilion REIT (5212) – 100
  • YTL Hospitality REIT (5109) – 100

US

  • AT & T (T) – 1
  • Comcast (CMCSA) – 1
  • Coca Cola (KO) – 2
  • Walt Disney Company (DIS) – 1
  • Marriott International (MAR) – 1
  • Starbucks (SBUX) – 1
  • HSBC ADR (HSBC) – 2
  • Unilever NV ADR (UN) – 2

Total Equities: 22

ETFs

  • SPDR STI ETF (ES3) – 100
  • NikkoAM Straits Trading Asia Ex Japan REIT ETF (CFA) – 100
  • FBMKLCI (0800EA) – 300 100
  • MyETF Islamic Market Malaysia (DJIM) Titans 25 (0821EA) – 100
  • CSOP 5 Year Bond ETF (3199) – 20
  • Global x SuperDividend (SDIV) – 2
  • Global x SuperDividend Alternatives (ALTY) – 2

Total ETFs: 5

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