Commentary
My portfolio performance in January surprised me. Overall portfolio value increased 2.8% to $194,360 mainly due to $4.7k of capital injections. Capital losses amounted to only $100+, which was surprising considering all the negativity surrounding the Wuhan Coronavirus.
This once again brings my portfolio value to a new all-time high, putting me in sight of $200,000. This positive news may be short-lived as the situation in China evolves. However, I’ll stay invested for now with an eye on opportunities to add.
Significant transactionsThere were a few transactions this month as I performed some re-balancing / pruning of weaker counters:
Took out my profits in Avenue TherapeuticsRotated those profits into ZoetisDivested Starhill Global REIT to raise cash for warchestInitiated a...