Activities
1. Adjusted to 10% Cash Investment fund of Portfolio. Continue to maintain 60k dividend plan.
2. Did some re-balancing down in DBS, Netlink, AMD and IS Asia Bond. Also cleared CICT, AIMS, OCBC & MNACT Positions
3. Some cash back into KDC as the counter is down about 16% from peak. The start of acquisition is a good step for the New CEO.
Portfolio
5 Foreign ( including HST )
5 Core ( Including SS )
2 Bonds
Looks to me in clean slate which I feel comfortable.
Evaluations
Quick Evaluation of a few counters. Koufu, VHT, ... , And whether to increase further in HST, Elite, iReit, Sheng Siong and Tesla. Decided to get more of MCT and MIT.
I wanted to dedicate some time on my evaluation methodology but a little lazy. Will do this next time. Basically the time I spend in such is not much as I prefer higher level decision making.
thanks
Cory
2021-0812
Telegram CoryLogics Invest Chat
No Coin, No Porn, No Penny
Articles in this Blog is personal take and educational purposes only. Reader should seek their own professional help when making financial decision and be responsible for their decision.
No comments:
Post a Comment