So... I guess a lot has happened over the last few weeks, especially with CCP on the HK stock market and US market since earning season.
My portfolio has been on stagnating for a while. For those that know how my fund is formed, I was told to be more aggressive. Thus, that is what will be happening - I will be making significant changes to my portfolio.
I will be selling all my Singtel position (No worries, selling into gains) and also be selling UVE - a position that I finally decided its time to move on.
I will use the funds and average down into S$0.10 and Alibaba, as well as some of my US positions.
Just felt I had to informed all.
See you on the next post!
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