(30-04-2013, 11:43 PM)Dividend Warrior Wrote:(30-04-2013, 10:21 PM)NTL Wrote:(30-04-2013, 03:49 PM)CityFarmer Wrote: Probably i am a lucky investor who has significant stakes on M1 and Singtel, two of the telcos here.
There are stories behind for the rise in value and the price IMO
Same same two. But they only 10% of my portfolio. Why don't you hold Starhub?
Just curious.....what's the other 90%?
Around 25% in REITS (Maple Family, Capital Family, etc), 20% in Retail Bonds (CapAsia, F&N), 30% in large/mid caps (Singtel, M1, Singpost,etc), 25% in smallcaps (Challenger, UMS, Taisin, etc), Total 24 counters.