In between overseas trips, so taking a quick few minutes to do up a quick portfolio update before I go back to packing for my trip tomorrow.
Portfolio value crosses SGD100k for the first time! 🙂
No significant transactions this month. It was a monster month though, with Keppel Corporation breaking out and contributing significantly to increase in portfolio value.
US Q3 Tech earnings was also beastly, contributing to increases in Google, Facebook and Apple. This is offset decreases in value for Domino’s Pizza and Valeant Pharmaceuticals. I’m considering divesting those 2 positions are they are doing a whole lot of nothing. Will update here if I do.
All in all a great month. The path is now clear to an awesome year end rally barring nothing stupid happens.
Thanks for reading.