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I plan to offload DBS by September or October this year. This is also the plan for the rest of my portfolio. My thinking is that any upside for 2019 will be limited, and we should go into cash for 2020. This is the 3rd year of Trump's presidency and stocks tend to perform well. Going into year 4, we should be cautious as the most important country in the stock market, elects its new leader. 
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At the end of 4 July 2019, the portfolio is 79% Singapore shares Delfi DBS Colex Hong Leong Finance 21% cash Onwards and upwards.
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In the foot steps of most fund managers, I have decided to close my old portfolio and start tracking the portfolio as if it is new. I will compare my stock performance with the STI as of 4 July 2019. Currently my portfolio comprises Colex Delfi Hong Leong Finance Cash Will update when necessary.
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Yesterday, I sold my 7 lots of shares in F&N. After a holding period of 56.6 months, I suffered a 36% loss, mitigated partially by the dividends received during the period. Looking at my portfolio, it now consists of Delfi, Hong Leong Finance and Colex. A quick back of the envelope calculation shows that I am just slightly ahead on my capital. That is, after more than 10 years of investing, I am
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It has been more than 6 months since I last posted and I even lost my adsense account! Now that the dust has settled me (I think) I should be able to start posting on the renovation, the wedding, my watches and hopefully some investments. I have had to use up my cash to pay for the two big ticket items and will need to start saving again to hit my target. Watch this space.
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The state of the collection is the term for watch lovers to show case their watches. This is similar to the annual portfolio review. Unlike your stocks, watches generally lose value, even if it is a Rolex.  I started 2018 with just 4 watches, two of them gifts and two of them bought in 2016. Two-thirds into the 2018, I have acquired ten more watches. They join the four incumbents on the
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