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Covid-19 ???? portfolio
By Mr. IPO  •  March 15, 2020
The Covid-19 reality finally hits Europe, followed by the US in March.
I started to nimble some US stocks last Thursday and was looking at some SG counters before being distracted by my WFH (work from home) meetings. This WFH is creating inefficiencies at work as my company is split into teams. Back to this Covid-19. I think the US is totally not prepared and the leadership could have done better for sure. Trump is probably more worried about his re-elections than the health of his citizens. Let me share with you what are the shares or sectors I am looking at. The aim is to buy stocks that will be "least affected" by the corona ???? virus with a time frame of more than 12 months.
Sectors to look at include:
  • Internet-related services and businesses as people spend more time on line and ordering food and groceries or watch movies and listen to music
...
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By Mr. IPO
Mr. IPO graduated from NTU with a Bachelor in Accountancy (Honors) and started life as a lowly auditor. The audit experience not only polished up his accounting skills but also made him very skeptical about the financial records of companies. He always read the financial reports with a huge dose of salt ...
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