I hope everyone is staying safe at home – it has been a while since I last did an investment strategy and portfolio update, and maybe it’s a great opportunity to maybe to check in and share what’s going on in my portfolio. Maybe starting off with a quick analysis of the macroeconomic climate we are currently in. We are seeing a progressive increase in COVID-19 vaccination progress around the world, and countries are slowly to restart and reopen their economies throughout the year. COVID-19 vaccination progress According to the Financial Times, about 1.78 billion people around the world have been administered the vaccine, and some countries like the UK, US and Chile have vaccinated more than a third of their population, and hospitals are no longer as overwhelmed as before. Vaccinations are important to not only control the spread of the virus but they can lead to herd immunity...