My stocks portfolio ex funds year end. Incidentally, it only has 3 counters actually. Healthcare/China tech and Oil & Gas.
The strategy paid off with combination of DCA of HSI tech and maintaining O&G sembmarine counter.
There could be large downturn in 2023 Q1 & Q2, i’m rotating the profits out China tech & Oil to even more defense sectors such as healthcare & value stocks and even gold.
CPF/SRS: Endowsus
Cash: OCBC or Syfe
DBS digit portfolio: Asia funds (Fast & Furious). i am considering retiring the fund as i do not like the Reits components
