I will share with readers again when I next construct my portfolio and I will once again target REITs or stocks that are less affected by the longer term implications of Covid-19.
I find the REIT sector here most developed, followed by, surprisingly, manufacturing companies that are exposed to the technology sectors, technology-related companies and perhaps the banks in financial sectors. I will likely avoid pure retail or telco or SGX (industry headwinds), mining, oil & gas, airline and transportation counters or hospitality related REITs or hotels.
No comments:
Post a Comment