Sold all my 6 lots in FCL today, 30% capital gain. I think the current valuation is rich. And I need to replenish my almost empty war chest so that I will be able to capitalise on any opportunities arising later in the year. Decided to harvest FCL, the only non-income stock/REIT in my core portfolio.
Core Portfolio now consist of:
1. Naratel
2. CM Pacific
3. Challenger
4. Hock Lian Seng
5. FCT
6. Saizen REIT
He's on his way home
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