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Stock action

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

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How I think of equities and capital allocation

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

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Stock action

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

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Stock action

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

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Stock action

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

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Insight in managing capital #1

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

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Stock action

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

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Stock action on 9th March

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Added to Microsoft at US$150,3 and Singapore’s DBS Bank at US$59,9 yesterday. This crash

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Opened a new position in Microsoft

Opened a new position in Microsoft at US$158 and added to Trade Desk at $256,8 on 6th

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Exited Kingboard Holdings

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Sold out of Kingboard Holdings at HK$20,2 net of charges taking a 8.9% loss and added to

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