My Core Portfolio

Aim to review my stock portfolio half yearly and my rationale for holding them.
I will just highlight my top 5 significant holdings especially since they make up the main proportion of my investment portfolio (the core), without being distracted by some of my other scattered small number of lots in other stocks, preference shares, bonds and precious metals which serves more as diversification and/or "tikam tikam".

	Lots	Cost Price	Market Price	Paper Gain/Loss
FCL	6	1.5	1.525	1.67%
Naratel	15	0.67	0.73	8.96%
CM Pacific	12	0.88	0.905	2.84%
Saizen	14	0.865	0.885	2.31%
FCT	7	1.64	1.735	5.79%

1. Fraser Centerpoint Limited is my latest addition.  Am of the opinion that this one owns blue chip assets like capital land and Keppel land but more undervalued at current prices.  Also am hopeful that they will be giving out a generous dividend, as alluded to in their annual report.  We shall see...
2. Naratel I like its stable earnings and bought it for dividends, am delighted of its recent 6 cents dividends which is very generous.  Gives me a close to 9% yield. Am however unsure if this level of dividends is sustainable.
3. CM Pacific also like it for its stable earnings and brought it for dividends too.  Also think that it is undervalued, probably due to its status as a S chip.  Was delighted with the 7 cents dividends giving me a close to 8% yield.  But also need to try to understand if this is sustainable as well.
4. Saizen REIT is an undervalued REIT owning Japanese residential units, giving stable returns of 7.5% yield. 
5. Fraser Centrepoint trust is giving me close to 7% yield.  I like the stable earnings from its two main contributing assets, namely Northpoint and Causeway Point.

I realised that I used the words stable earnings and dividends a lot haha. I guess it reveals the kind of businesses that I look for to invest in, those with stable earnings and generous dividends.

I am getting approximately a good 7-8% dividend yield on this core portfolio.