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Portfolio Update – 3Q2018
By Marksman Investment Corner  •  October 30, 2018
A way overdue update (supposed to update end-September). Oops!
Income Portfolio
Counters Units Market Price (SGD) Overall Value based on market price (SGD) Allocation
1 Cromwell European REIT 1000 0.864 864 7.28%
Growth Portfolio
Counters Units Market Price (SGD) Overall Value based on market price (SGD) Allocation
2 Alliance Mineral Assets (AMAL) 50000 0.22 11000 92.72%
Cash and other Assets
Counters Units Market Price (SGD) Overall Value based on market price (SGD) Allocation
3 Warchest 1 0 0 0.00%
Total SGD 11864 100.00%


My stock holdings has taken a hammering, most notably my holdings in AMAL. Alliance Mineral Assets Limited (SGX: 40F)
AMAL has tumbled from 0.375 as of my last update to its current price of 0.22. This is synchronous with both the sentiment of the market (See STI) and sentiments of the Lithium companies. Add the uncertainty of merger completion between Tawana Resources and AMAL and the Ex-CEO demanding the renumeration to the cocktail and... well you get the picture. I remain confident it will turn around in due time ......
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By Marksman Investment Corner
I am turning 30 this year, and I work as an engineer for my profession. I am also getting married to my lovely fiancee this month. In my off-hours, I enjoy reading more about investing/trading. I started my journey in investing/trading not too long ago (about 2 years ago?), with the biggest catalyst to dive into it being witnessing a sudden market crash and then realising, "Hey, these guys are overreacting! Maybe there is something to be had here." I experienced some downs and ups since then. My aim? Financial independence; Retire Early (FIRE) by 45.
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