Sold 5000 shares of PCCW @ HKD 4.68. Total profit including dividends was 2.52% with CAGR of 1.07% for a holding period of 2 years and 4 months.
Sold 1500 shares of Sembcorp Industries @ $2.71. Total profit including dividends was 1.51% with CAGR of 0.64% for a holding period of 2 years and 4 months.
These recent sale reduced my equity allocation to 29% and increased cash/bond allocation to 71%.
...
