Some readers asked since January what did I add to my portfolio. Not much really.
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I basically added some of CH Offshore, Adampak, Kian Ann and Global Investments Limited.
Adampak, was a short 55% gain, and I didn’t even start accumulating. CH Offshore did really well recently.
Global Investments Limited was a rights issue. I subscribe to 5500 rights and 11500 excess rights.
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Here is what I am currently on. Those grey out rows with cost zero are holdings that I sold, but you can take a look at the gains/losses and dividends derived.
Markets have ran up a fair bit but as we are speaking, Europe is down big time. They say sell in May and go away. I really believe there is a seasonal effect. You can take a look at this article.
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