It's the end of the month once more, and you know what that means on my blog - a portfolio update for the month of April 2020.

I have been preoccupied with work and some personal matters, and been needing a mental break to recharge, so I had not written anything for the month of April 2020, until now. Even for this portfolio update, I am keeping it brief (might as well, since not much to observe besides watching Covid-19 runs its course).

See: Link to Main Portfolio page

Contents:
Portfolio (30 April 2020)Transactions and Dividends Closing Thoughts

Portfolio (31 March 2020)

Performance

Some commentary on my portfolio
Besides Lendlease REIT, all other counters saw some recovery, though nowhere near pre-crash.I decided to sell off CMT on 30th April after some thinking. Fundamentally, it should recover eventually, and the merger with CapitaCommercial Trust will moderate the impact to retail somewhat, but recovery is probably still some ways off.Technically,...