As of today, I have the following in my portfolio:
- Thomson Medical Centre
- Kingsmen Creatives
- Super Group
- First REIT
- Starhill Global REIT
- Mapletree Logistics Trust
- STI ETF
- Citigroup (ticker: C)
- SPDR S&P 500 ETF (ticker: SPY)
- PowerShares Golden Dragon Halter USX China Portfolio ETF (ticker: PGJ)
My holding in Citigroup is purely speculative. It’s not a value investment at all.
I have a China ETF as I believe, like most, that the next huge growth is going to be in China. By buying the China ETF, I can invest in many China companies at one go without much risks involved.
I own SPY which mimics the S&P500 index as US is still the “big brother” of this world. Also, the industry composition of S&P500 is mostly made up of energy, healthcare and consumer staples, making up almost 50% of the total composition. These industries are seen as defensive.