So April has came and gone now. 33% of 2020 is now over.
For the whole of April, both Mrs Budget and myself had been mostly staying at home due to the circuit breaker.
While everyone else is doing a monthly portfolio update, we thought it is more meaningful to document what we have done this month towards our financial goals.
Mr Budget
Position Added: SPH REIT, Centurion, Alphabet
Take Profit: Fu Yu, Accordia Golf Trust, Keppel Infrastructure Trust
Mrs Budget
Position Added: SPH REIT, Centurion, Alphabet
Take Profit: N/A
This month, we bought into 3 counters, namely SPH REIT, Centurion and Alphabet.
For SPH REIT, we believe that the Reit, which is trading below its NAV, may reward its unit holders in the long run due to several reasons – exposure into students accommodation and SPH is slowly realising that it is morphing into a property player.
Similarly for Centurion, while...