My portfolio does not seem to match Temasek’s at all. I hold none of the stocks listed here. So, I guess that is why my returns are so different for this year and also last year’s.


Besides OCBC and frenken, my other Singapore shares are SREITS. As we all know, SREITs have not been performing well since the rate hikes a few years back. However, I did have some returns from dividends. I am now waiting for further rate cuts and for SREITs to rebound. I also hope that frenken can ride the AI momentum and give me handsome returns. I think in 2 years, my SREITs will give me great returns. Otherwise, for last year and this year, my main returns have come from HK stocks and I expect for the rest of this year will also be HK stocks. It remains to be seen whether the returns from SREITs will catch up with that of HK stocks with the expected rate cuts this year and with the STI rising.
@DiAngel @Success88 @SPOT_ON @Wayneqq @Fenger1188 @LuckyPiggie @HelenJanet @Kaixiang come join