As promised, I present below my revamped portfolio after my six and a half year hiatus. I will not be using this post to go into details on each new position, but it is more to highlight how the portfolio has evolved over the years where I have added to existing positions, and also initiated on new positions to hold for the long-term. Note that the portfolio has also expanded from the six positions I held as at end-Jan 2012, to the current eleven (11) holdings that I now own. This is in line with my intention to diversify my holdings instead of concentrating too much on a few core positions, as events had occurred in the intervening years which made me realize that there is only so much you can know or control. There are other reasons for increasing the breadth of the portfolio, which I will detail in ...
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