investingguru

$Keppel DC Reit(AJBU.SG)

Took profit on my Keppel DC REIT position today. I still like the long-term data centre story, but the price has moved enough for me to lock in some gains. I’d rather take profit according to my plan and wait for another attractive entry than chase the price higher.

$Keppel DC Reit(AJBU.SG)

Started a new position in Keppel DC REIT. I see the recent price levels as a decent entry point, especially with data centre demand continuing to grow. I’m not expecting instant returns, but I think the long-term story is still interesting. Now it’s about holding patiently and seeing how it plays out.

$Sheng Siong(OV8.SG)

Still holding my Sheng Siong shares and quite comfortable with it. It’s a simple business, but that’s part of the appeal. People need groceries whether the market is doing well or not. I’ll continue holding and adding when the price looks attractive.

$Valuetronics(BN2.SG)

Valuetronics has moved up nicely from the price I bought in at. Happy to see the position in the green, but I’m not rushing to sell. I still like the company and will continue to watch how the business develops. For now, just enjoying the progress and staying patient.

$Valuetronics(BN2.SG)

Been adding Valuetronics because I like what the company is doing and the price looks interesting to me. It’s definitely not a hype stock, but that’s fine. I’m happy to slowly build my position and see how it performs over the longer term.

$Valuetronics(BN2.SG)

Valuetronics is one I’m keeping an eye on and adding to my portfolio. I like the company’s exposure to electronics and industrial technology, while the business has a solid track record. It may not be a flashy stock, but I prefer finding companies with real businesses and holding them patiently.

$Keppel DC Reit(AJBU.SG)

Keppel DC REIT is another one I’m happy to keep in my portfolio. Data centres are becoming more important as demand for AI and cloud services grows. I know there will be ups and downs, but I’m taking a longer-term view and will add when I see a good opportunity.

$Sheng Siong(OV8.SG)

Sheng Siong remains one of my steady holdings. I like the defensive nature of the business and the consistent demand for everyday essentials. It’s not a stock I’m looking to trade aggressively—I prefer to hold, collect the returns, and gradually build my position when the price presents a good opportunity.

$Keppel DC Reit(AJBU.SG)

Adding to Keppel DC REIT as I see data centre demand remaining a strong long-term theme. The digital economy continues to require more infrastructure, and I like having exposure to this sector through a REIT. I’m comfortable taking a longer-term view and accumulating when the valuation looks reasonable.

$Sheng Siong(OV8.SG)

I’m buying more Sheng Siong because I like its defensive nature and steady demand. Groceries are something people need regardless of the economy, which gives the business a degree of resilience. For me, it’s a long-term position where consistency matters more than chasing short-term price movements.

$Keppel DC Reit(AJBU.SG)

I swing trade Keppel DC REIT because I see opportunities from its price movements while still having confidence in the underlying business. Rather than simply holding through every cycle, I prefer taking profits when valuations run ahead and looking for opportunities to re-enter at more attractive levels.

$Sheng Siong(OV8.SG)

I’ve been gradually accumulating more Sheng Siong shares because I appreciate businesses with predictable demand and disciplined management. It may not be the most exciting stock, but I believe consistency often wins over time. I’m happy to keep adding whenever the valuation aligns with my long-term investment strategy.

$Sheng Siong(OV8.SG)

I’m continuing to add to my Sheng Siong position. I value its resilient business model, consistent execution, and ability to generate steady cash flow regardless of the economic cycle. While growth may not always be rapid, I believe quality businesses deserve patience, and I’m comfortable increasing my holdings over the long term.

$Keppel DC Reit(AJBU.SG)

I’ve exited my Keppel DC REIT position after it reached my target valuation. This doesn’t change my positive long-term view of the business. Portfolio management is about balancing conviction with valuation, and I believe this is an appropriate time to realize gains. I’ll continue monitoring the company and would consider re-entering if a more attractive opportunity arises.

$NVIDIA(NVDA.US)

Still holding NVIDIA and staying patient. Short-term price swings don’t change my conviction. As AI adoption continues to expand across industries, I believe the long-term opportunity is far bigger than today’s market noise. Happy to stay invested and let time do the heavy lifting.

$Sheng Siong(OV8.SG)

Quick trade on Sheng Siong today. Spotted the setup, stuck to my plan, and took profits without getting greedy. Not every trade will be a winner, but staying disciplined and managing risk is what matters most. On to the next opportunity.

$PropNex(OYY.SG)

Closed my PropNex position today. It was a good run, and I’m happy to lock in the gains. No regrets—sometimes taking profits is just as important as finding good companies. I’ll keep it on my watchlist and won’t hesitate to re-enter if the opportunity presents itself.

$PropNex(OYY.SG)$Sembcorp Ind(U96.SG)

Sembcorp is my way of investing in long-term trends like the energy transition and sustainable infrastructure. The business continues to evolve while maintaining a diversified portfolio. I’m happy to hold through market fluctuations and see where the company is a few years down the road.

$PropNex(OYY.SG)

PropNex isn’t the flashiest stock, and that’s exactly why I like it. I prefer businesses with a clear model and consistent execution over chasing hype. As Singapore’s property market evolves, I’m happy to stay invested, collect dividends, and let my position grow over time.

$NVIDIA(NVDA.US)

NVIDIA is one of my highest-conviction holdings. AI demand continues to grow, and NVIDIA’s technology sits at the center of that trend. There will be ups and downs, but I’m investing for where the industry could be years from now, not where the share price is today.

$PropNex(OYY.SG)

PropNex is one of those companies I can confidently hold for years. Its business is straightforward, generates solid cash flow, and benefits from an active property market. I’m not looking for quick gains—I’m focused on owning quality businesses, staying patient, and letting long-term compounding work in my favor.

OYY

Every portfolio needs companies you can hold with peace of mind, and PropNex is one of mine. I like owning businesses that are easy to understand and have a clear role in Singapore’s economy. I’ll continue accumulating when the opportunity comes and let compounding do the heavy lifting.

PropNex

One of my long-term holdings is PropNex. I like the company because it’s a leader in Singapore’s property market, has a solid business, and pays decent dividends. The property market will always have its ups and downs, but I’m happy to hold and let time do its work. Looking forward to the journey ahead!

KEPPEL DC

Another long-term holding in my portfolio is Keppel DC REIT.

As demand for cloud computing, AI, and digital infrastructure continues to grow, data centres have become an increasingly important part of the global economy. While markets will always experience ups and downs, I believe quality assets with strong long-term fundamentals deserve a place in a diversified portfolio.

I’m not trying to time the market perfectly. Instead, I’m focused on accumulating quality businesses and income-generating assets over time, allowing compounding to do its work.

This is part of my personal investing journey, and I’ll continue sharing my portfolio, lessons learned, and market insights along the way

PROPNEX

Here is my PropNex (OYY) holdings. Looking well.

As a believer in the long-term growth of Singapore’s real estate sector, holding PropNex has been rewarding — strong fundamentals, solid dividends, and now this personal win on my OYY position. Huge thanks to the PropNex team for the opportunities and the market momentum!

Grateful for the journey so far and even more excited for what’s ahead. If you’re in real estate or investing in SGX stocks, PropNex (OYY) is definitely one to watch.