Checking in my August 19 portfolio update!
I have officially expanded my SG basket to 7 holdings by initiating a new position in consumer staples leader Delfi (P34)! Sitting flat at -0.60% (-10.00 SGD) on entry, Delfi brings strong cash-flow stability and dividend yield to my long-term allocation.
Meanwhile, my growth leaders continue to generate steady returns:
Genting Sing (G13): +8.19% (+250.00 SGD)
Sembcorp Ind (U96): +7.28% (+164.00 SGD)
CapitaLandInvest (9CI): +5.20% (+130.00 SGD)
Singtel (Z74): +3.99% (+170.00 SGD)
Delfi (P34): -0.60% (-10.00 SGD)
Mapletree Log Tr (M44U): -1.86% (-55.00 SGD)
CapLand Ascendas (A17U): -3.20% (-80.00 SGD)
Adding defensive consumer strength while my top four performers generate heavy green gains keeps my overall equity curve exceptionally well-balanced. Trusting the process and compounding forward!
$Singtel(Z74.SG)$Genting Sing(G13.SG)$Mapletree Log Tr(M44U.SG)
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