Core Stock Allocation
Total Portfolio Allocation
Satellite Portfolio Allocation
Transaction Summary for May 2021
- BOUGHT ISHARES CHINA LARGE-CAP ETF
- BOUGHT ASML HOLDING NV
- BOUGHT TESLA MOTOR
- SOLD DBS
Finally, the month of May has passed and hopefully, the selling will pass too. The month started off with heavy selling but has since rebounded by the end of the month. I bought during the dips for the US market but did not manage to do any purchase for the local market as the retracement wasn’t very big. It also lasted only for a day, the day when Phase 2 heightened alert was announced.
One of my transactions done was the closing of my position in DBS. The main reasons are the selling of shares by the CEO, and that the price of DBS is reaching close to all-time high. I would have held longer if not for these reasons. I do not think anything bad is happening to DBS...
