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):
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.
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