Shyon
07-11

Temasek’s record SGD 434 billion portfolio, with a sharp SGD 45 billion jump in just one year, really caught my attention. Their 11.8% 1-year return shows they’ve been making the right calls, especially with their focus on Singapore-listed giants and global growth trends like digitalization and sustainability.

My portfolio overlaps with Temasek’s in a few areas — I hold $DBS(D05.SI)$ and $Singtel(Z74.SI)$, which have been steady performers for me. While I haven’t added names like $Sea Ltd(SE)$ or $BlackRock(BLK)$ yet, Temasek’s strong exposure there makes me want to take a closer look.

Overall, my local stocks have been reliable, giving me decent returns and stability. Temasek’s conviction in these companies strengthens my confidence in sticking with quality Singapore investments while keeping an eye out for global opportunities.

@Tiger_comments @TigerStars @CaptainTiger

# Inside Temasek’s Treasure Chest: How Much Does Your Portfolio Overlap?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

  • Top
  • Latest