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TTI’s Portfolio Updates – End July 2019 + The Thanos Of Global Macro Funds Is Coming Back!
By SG ThumbTack investor  •  August 2, 2019

It’s been 2 months since the last update, and frankly, I’m just going to sorta rush through this post as well. Don’t intend to spend too much time here. So here goes.

As a continuation of the last post (TTI’s Portfolio Performance – May 2019 + Avenue Therapeutics Updates):

SG Markets

Total portfolio value in SG markets is SGD 291,294.

As stated at the end of 2018, I set out to shift my activities into global markets. The direction is clear, and I think I’ve executed on my plan thus far, shrinking the SG portfolio part to a fraction of what it used to be, as I moved capital into some of my biggest ideas at the start of 2019.

Bonds

Again, nothing much to talk about here, the bond portfolio is approximately SGD 550,000. I’m being very conservative in my accounting here, preferring to not include all the coupons that are already

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By SG ThumbTack investor
I am a Singaporean male in my mid-30s, and this blog chronicles my investing ideas and activities. I hope to search for and find contrarian and deep value investing ideas and will chronicle all these ideas here, both the successes and the failures. (hopefully less of the latter) ...
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