Cash Portfolio
Started positions in Thailand as well as Greater China as the Thai market looks cheap and Taiwan looks promising. After Lion Capital Asia Pacific's underperformance over the past year, I have switched out the remainder of the fund, prefering to do Asia's country allocation myself.
Started positions in Thailand as well as Greater China as the Thai market looks cheap and Taiwan looks promising. After Lion Capital Asia Pacific's underperformance over the past year, I have switched out the remainder of the fund, prefering to do Asia's country allocation myself.
- Jul 9, 2007 Switched from Lion Capital Singapore Balanced to Lion Capital China Growth $3,403.20 @0% sc.
- Jul 10, 2007 Switched fromLion Capital Asia Pacific to Lion Capital Malaysia $704.10 @0% sc.
- Jul 11, 2007 Top up Legg Mason SEA Spec Sits $100 & DWS China Eqty $100 @1.75% sc using Cash Fund.
- Jul 12, 2007 Switched from Lion Capital Asia Pacific to Lion Capital Thailand $3,514.50 @0% sc.
- Jul 16, 2007 Top up Lion Capital Korea $200 @1.75% sc using Cash Fund.
- Jul 19, 2007 Top up Lion Capital Thailand $200 @1.75% sc using Cash Fund.
- Jul 23, 2007 Top up DWS China Eqty $200 @1.75% sc using Cash Fund.
- Jul 30, 2007 Top up Lion Capital China Growth $100, Lion Capital Korea $100, Lion Capital Thailand $100 @1.75% sc & Infinity Euro Stk Index $100 @1.35% sc using Cash Fund.
CPF-OA Portfolio
Switched out the last of my property funds upon continued property weakness around the world .
- Jul 23, 2007 Switched from Henderson Asia Pac Prop Eq to UOB United Asia Fund $2,330.50 @0% sc.
CPF-SA Portfolio
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