For the rebalancing this month, we have increased our hedge slightly to take into account a potential correction in the month ahead.

There were major capital gains from Global Invacom and Gold, but no dividend payouts this month.

We acquired some shares of Pan United and ARA Asset Management for long-term growth potential, and OUE REIT for a 7-8% passive yield.

Overall, equities look toppish but the market has yet to confirm it. We will continue to monitor, and may take profits off some stocks to ready our war chest by increasing our cash holdings.

Stay tuned till next month! 😀

Portfolio Updates Jun 2014 2

Portfolio Updates Jun 2014 1

ALL YOU NEED TO KNOW ABOUT TRADING!

Hi, Spencer here! 😀

After making my first million at 28, and trading & teaching across 60+ countries, I have consolidated my knowledge and experience to create the most comprehensive & practical guides for profitable trading, compiled from thousands of books, websites, courses, and interviews with professionals.

comment-img As a former professional trader in private equity and proprietary funds, I have over 15 years of market experience, and have been featured on more than 20 occasions in the media.
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