Monday, July 2, 2018

Portfolio Update - 2Q2018 (and some assorted updates)

In the blink of an eye, we have left the first half of 2018 behind and venture into the second half. Volatility and uncertainty litters the market and investors will need to tread carefully - but nevertheless, I believe there are hidden opportunities hidden in the market now which will appeal to the keen-eyed long-term / mid-term investors.



Now, onto the Portfolio update for second quarter of 2018!



Income Portfolio





Counters
Units
Market Price (SGD)
Overall Value based on market price (SGD)
Allocation
1
Cromwell European REIT
1000
0.96
960
4.87%







Growth Portfolio





Counters
Units
Market Price (SGD)
Overall Value based on market price (SGD)
Allocation
2
Alliance Mineral Assets (AMAL)
50000
0.375
18750
95.13%







Cash and other Assets





Counters
Units
Market Price (SGD)
Overall Value based on market price (SGD)
Allocation
3
Warchest
1
0
0
0.00%

Total SGD


19710
100.00%


This quarter sees me top up a small position (+10,000 units) with Alliance Minerals Assets Limited. If everything plays out well, will see a merger with Tawana completed and become a mid-cap producer. Perhaps even a move from Catalist to Mainboard.

Other than that, I am seeing withdrawal of my remainders in the war-chest, heavy cash outflow, usage of credit and then saving up of emergency funds thereafter in preparation to move into my own home, so it is highly unlikely I will make moves, as unfortunate as it is - I have some stocks in my eyes now :(.

In the meantime, in addition to a reduction in my activities on the market, real-life has gotten a lot busier so my activities on Marksman's Investment Corner will continue to be limited. While I expect to update my blog in July beyond this post (I actually have multiple posts in the works), even then I will probably have not more than 2 more posts.

Next portfolio update will be towards end of September 2018.

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