Core Stock Allocation Total Portfolio Allocation
 Satellite Portfolio Allocation Transaction Summary for July 2021 BOUGHT TESLABOUGHT ASML HOLDING NVBOUGHT NVIDIA CORPSOLD CAPITALAND MAS has finally lifted the dividend cap for banks, but the news probably has already been priced in and the prices barely moved. Nonetheless, it was good news and the yield can go back up. This month, I sold my remaining stash of CapitaLand shares as EGM draws near, and the price soar above $4. The main reason for the sell is I am not keen in holding odd lots of CICT after the restructuring. I have sold the bulk of it earlier when the news of restructuring was released. I am still interest in CLIM and will relook at it after the restructuring.
The major news that hits this week is the clampdown of China stocks listed in US. The news of Didi facing unprecedented punishment,...