The last time I updated this blog was actually before the Covid storm started. That’s how long it has been. Here’s an update of what transpired, my current portfolio composition and my outlook. Back in March, the world’s markets were frozen in fear as we witnessed the steepest drop since the 1930s Great Depression, with some of the largest single day declines since then. The markets were falling so steeply that many folks probably saw large chunks of their portfolio NAV vaporize in a very short period of time. On hindsight, the overall drop, from peak to trough, wasn’t really that much. S&P index fell approximately 34% from peak to trough, which is of course significant, but not exactly that massive. Rather, it’s the rapidity of the drop that caught many folks off guard. Also, and this is just my personal opinion, in this age of uber high liquidity swooshing...