Hi everyone! Happy new year again and hopefully 2021 has been a great start to you!
As with our monthly updates, here are what we’ve done in December 2020 with regards to our personal finance.
Portfolio transactions
Mr Budget
Position Added: Razer, Unity, Palantir, Airbnb, ARKG, Syfe
Take Profit / Cut Loss: DBS, AIMS, Frasers Commercial Trust, Capita Retail China Trust, Bookings.
Mrs Budget
Position Added: Unity, Palantir, Airbnb, ARKG, Salesforce, Baba, Syfe
Take Profit: DBS
December is another busy month for us, and we continued to restructure our portfolio towards more US growth stocks. This represents the biggest portfolio restructuring that we have done in our investment journey where there was a six figure total transactions across our portfolio.
For Mr Budget, we averaged up on Razer and initiated a position on Unity to ride on the future gaming space boom. As we also previously mentioned, we had taken part in Airbnb’s IPO offering....