As I believe that equity prices should recover for the Jan rally, I have made further purchases in Noble and Olam today. This is despite the stock market continuing to weaken. However, I will be looking to dispose Wilmar, as its immediate prospects are not eactly exciting. I should have researched the stock more thoroughly before purchasing it. Therefore, my portfolio going into 2011 will be:
Singapore counters
Genting
Olam
Noble
STX OSV
HK counter
China Construction Bank
US counter
Bank of America
Commodity
SPDR Gold
I will not be looking to add any more positions, unless there is drastic declines in the market.
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