Portfolio Review 2Q13

Currently holding on to 9 counters (see Portfolio Review 1Q10 for 1-3, Portfolio Review 2Q10 for 4, Portfolio Review 4Q10 for 5-6, Portfolio Review 1Q11 for 7 and Portfolio Review 4Q12 for 8):

1. FrasersCT
2. PLife
3. Starhill
4. Cache
5. First REIT
6. Sabana
7. Cambridge
8. Sembmarine
9. Croesus RTr
   • Buy
     Renewed optimism in Japan from Abenomics(!)
    

Next portfolio review due after 30 September 2013.

Note to self: only simple P/L calculated