Cory Diary : Sector View of Cory Portfolio

Sector tracker comparison for 2 month periods


Cory Top 7 Investments

1. Ascendas Reit

2. DBS

3. STI ETF

4. Frasers Bond

5. CapitaLand Mall Trust ( CMT )

6. VICOM

7. SPH Reit

Previous Investment as link.

Note: Netlink BNB Tr is classified under Telco

Main Key Change is the expansion move in Banking Segment which are relatively more attractive to position for Year 2020. This provide a more balance portfolio that is strong enough to match Reits exposure which has enjoyed significant run up this year. Chances are we are't going to see same scale in jump for Year 2020.

Cory
2019-1206