Topsy-Turvy month
My portfolio performance in February can only be characterised as a roller coaster. At one point in the month, I was looking at over $200k portfolio value. That was was wiped away in the space of 1-2 weeks as Covid-19 hit Europe and Korea, with signs of initial exposure in the US.
Overall portfolio value decreased 2.9% to $188,821 mainly due to market value losses of $6.8k, offset by $1.6k of capital injections.
Many exitsThere were quite a few transactions this month as I performed some reconstitution of my portfolio:
Rotated some of my Manulife US REIT into Prime US REIT in a like-for-like switch that should result in more dividends.Exited Yuexiu Transport Infrastructure due to Coronavirus lockdown probably affecting expressway traffic.Sold Hang Lung Properties as...