Portfolio Update: November 2016

A small pat on the back to myself for “not doing anything” last week. I did not try to predict the outcome of the US election having been “burnt” by Brexit and at the same time, I did not react to the outcome of Trump becoming POTUS.

Basically, just sitting still and observing what’s happening.

Surprises are everywhere and it’s also interesting to note that I fell sick for the first time this year earlier in the week. When I actually had no work for the previous week.

But well, when there is no work, I drink less water and take lesser care of my body.

Moral of the story: everything can be explained well on hindsight.

1. Core Portfolio

The US market is surging yet again and Berk B is probably responsible for the bulk of this month’s portfolio increase. In a short span of a month, including currency appreciation, Berkshire …

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