Largest investments in my portfolio.

In February this year, I revealed the top investments in my portfolio with some indication of their values in dollar terms.

Understand why I decided to share after refusing for so many years by reading this blog:

Investment portfolio and market value.

Then, later in May, I updated the list as I had accumulated a pretty significant position in Centurion Corporation Limited from February.

Centurion has turned out to be a pretty good investment. Read the update in this blog:

Centurion's pricing power.






It is now almost the end of October and things have changed yet again.

1. The decline in QAF Limited's share price makes it a smaller investment for me. It is not as large as it was before. So, it is no longer in the list.

2. The sale of Croesus Retail Trust has been completed and income distribution has been made to shareholders. So, it is removed from the list.

3. The heavy accumulation of SingTel's stock, increasing my exposure by several times, pushes it into the list.






The updated list:

From $350,000 to $499,999:
AIMS AMP Cap Ind'l REIT

From $200,000 to $349,999:
ACCORDIA Golf Trust
SingTel
FIRST REIT

From $100,000 to $199,999:
ASCENDAS H-Trust
WILMAR Int'l
Centurion Corporation Limited






Although Centurion's stock price has gone up quite a bit and I have not reduced my investment, it isn't quite enough to push it into the $200,000 bracket.

Income distributions from my investments this year is likely to end on a high note due to bumper distributions from Croesus Retail Trust and Saizen REIT as both got delisted. 

I will blog about these towards the end of the year when the income from all my investments are received.

Related post:
1. SingTel and Netlink Trust.
2. Croesus Retail Trust.