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Thursday, May 28, 2020

May 2020 Portfolio Update

S&P 500 Index Fund -5.18%
Straits Times Index Fund -20.62%
Tracker Fund of Hong Kong -18.21%
My Portfolio -2.31%

Transaction made in May 2020:
For mum's portfolio:
Small initialization in OCBC
Increases in Perfect Shape

For personal portfolio:
Increases in Perfect Shape
Slight increase in Mapletree North Asia Trust

Huge improvement over last month was attributed largely to the price recovery of Xinghua Port and TTJ holdings, and marginal increase of Perfect Shape. Paper losses in Southwest Airline pare in recent days, as domestic travel seems to pick up again. Unfortunately I did not average down earlier: this shows you my conviction in this idea is piecemeal and insignificant.


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