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 …