If worldwide stock market continue rally and create new height. As we believe the trend will persist for sometimes. We started to rationalize our portfolio to selloff PEs and inconsistent earning growth companies further. Thats inclusive of our REITs cashflow model to dividend yield model.

We believe REITs is still in favour but the continuous supply of offices and Malls are prompting us to revalue our position. We will keep strategic REITs but disposing non core to stable growth dividend yield bluechip or growth stocks. New portfolio will aim to deliver more than 10% return a year.