This is my semi-annual portfolio update. As I am trying to reduce the number of counters that I hold, I do not expect many more additions to the list. I might possibly want to accumulate more Legal & General. Singtel has dropped to the medium category because I sold some at 3.33. If it drops below $3, I don't mind buying some more though.
The HK market had a bit of a rally in 2024 and together with my regular RSP, 2800.HK has moved back to the large category.
My Gold Bars having finally moved into the medium category (based on spot price rather than bar resale price). I haven't bought gold for maybe 7-8 years, so this is just the result of gentle price appreciation. Finally Nike is something I have bought for short-term trading, but since I am a fan of Nike apparel, it is something that I may be buying and selling frequently in the course of the year.
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