March 2020 – Yamo Capital

Added to Link Reit at HK$64,9 net of charges, portfolio page

Added to Microsoft at US$143,75 and Google at US$1097,05 yesterday, Alibaba at HK$179,7

The net asset value if I put in the latest share price, has currently declined by 30,1%.

Added to Apple at US$214 on 23rd March. Cash dividend received from Shell. Portfolio page

My view of capital allocation to equities has always been after you have fully paid off

Added to Hong Kong’s Prosperity Reit at HK$2,4 net of charges yesterday due to the

Added to Mastercard at US$214,38, Adobe at US$273,5 and Visa at US$148 on 18th March and

Added to Mastercard at US$234 and the Trade Desk at US$165 on 16th March, sold out of

Do not put cash into equities that you will need within 3 years. As I wrote before when I

Added further to Microsoft at US$142, Trade Desk at US$192 on 12th March and Hong Kong’s

March, 2020