當前總資產規模位於 Top 1%
基於長橋（新加坡）綜合賬戶計算

資產規模

交易金額

Jason88888

Week 4 – My Portfolio Health Check1. A sudden jump in $ThaiBev(Y92.SG) price helped my over portfolio. They have recently reported better than expected profit margin and potential speculations of listing their Beer and Spirit businesses. Watch out for the breakout. 2. My biggest portfolio $Olam(VC2.SG) has consolidated slightly over the past week. I still believe it's potential especially Temasek holds around 52%. I expect special dividends is coming.3. Recently added $ComfortDelGro(C52.SG) as the price dropped to very attractive price. When oil price stabilised, it should move up. 4. The hiccup in M1 divestment caused $Keppel(BN4.SG) to drop quite a bit. Happy to continue my DCA.

$CapLand IntCom T(C38U.SG) You are getting bigger and bigger. Still waiting for you to break your resistance level. The sponsor has a lot more good assets for you to acquire.

Week 1 – My Portfolio Health Check1. My biggest holding, Olam, is doing well this week. It pushes my entire portfolio up. 2. Though I am hoping REITs will do well this week, but some results announced this week are slightly disappointing. I still believe REITs will improve moving forward when the interest rate drops. 3. Seatrium continues to hold up there. I believe there are more upsides especially when oil prices are expected to remain high for a while due to the Iran War.

$Genting Sing(G13.SG) reported results that missed expectations due to elevated expenses and weaker VIP volume. Their casinos win less, but their non-casino businesses are doing well. This pulled down the overall results. The stock dropped >10% due to panic selling.I personally think that casinos sometimes win big and sometimes win small, but casinos will always win money. As Warren Buffett says: Be fearful when others are greedy, and greedy when others are fearful.Looks like people are fearful now. Is it time to get greedy? Prepare to hold for a while if you believe in this stock.DYODD. Best luck will be with us, always!!!

Week 3 – My Portfolio Health Check1. There is a slight consolidation past week, hopefully a healthy one.2. $Keppel Reit(K71U.SG) saw a heavy sell down today, thanks to Keppel for distributing $Keppel Reit(K71U.SG). It created an opportunity for me to accumulate.3. $SATS(S58.SG) looks attractive again. Time for some actions.Happy trading !!!

$Mapletree Log Tr(M44U.SG) I managed to accumulate this stock at around $1.16. Hope the upcoming quarter result is good (finger crossed), especially it's China portfolios.

There are still opportunities in SG mid-caps, but don't forget SG blue chips who were beaten down recently due to lower profit in the latest results. Good luck, everyone!!! 