I was wondering should i do any portfolio post this month considering we are about 2 weeks away from year end evaluation post. I guess no harm to do a quick update for people who has been tracking.
CMT - I did some re-balance today as my exposure is a little high after recent run-up. Is still one of my key large position. XIRR just on CMT hits 20% this year.
AGT - I am no longer vested in AGT as I find this counter harder to understand than expected.
ST Engg - Initiate a small position.
HRnetGroup - initiate a small position.
Cory
20171214
CMT - I did some re-balance today as my exposure is a little high after recent run-up. Is still one of my key large position. XIRR just on CMT hits 20% this year.
AGT - I am no longer vested in AGT as I find this counter harder to understand than expected.
ST Engg - Initiate a small position.
HRnetGroup - initiate a small position.
Cory
20171214
