Presently my core holding stocks included SMIC : HK0981, Noble : NOBG.SI. My plan is to vest 40 to 50% of my total funding in them....then the balance 50% will be in a couple more stocks as "trading buys" and to hold as margin or cash!
At present....my holding for the core stocks is at only 20%, therefore will slowly increase the holding as to plan ( 40 to 50% ).
Why....SMIC and Noble???? Well....I find great potential for both esp SMIC! It is cheap and has a good story-line to push the share price higher. Looking at it...now
it's share price is only at it's "1/3" original IPO level therefore still has "2/3" to run. Plus....new top management and factories also running max but still couldn't cope with demand. Then, Noble...this is also a good trending stock except that now it's Vice Chairman is in need to money, therefore sell out "1/3" his holding at
S$3.10 and that made the price to "break trough". That is why...I fast hand and leg
to vest 10 lots...and looking to add more positions to my holding.
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