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SRS Portfolio – 24 June 2023 + Sold AEM Holdings
By Mr. IPO  •  June 24, 2023
I did a tactical sale of AEM Holdings at $4 in my SRS Portofolio (as mentioned in my post last week). With the benefit of hindsight, it was a good decision to sell at $4. I will look to add back when price stabilises.
Sold AEM Holdings at $4 on 19 June 2023
This is how the SRS portfolio looks like as of 24 June 2023 (see below). The cash balance now sits at $130,301. I have yet to make the current year's $15,300 contribution and will probably do it in the 2nd half of 2023.
Portfolio as of 24 June 2023
I have also decided to be more proactive in managing this account, weighing in with tactical and swing positions to help juice up the returns.  Otherwise, it is a huge drag sitting on cash. That is all for a super hot Saturday afternoon, hope you are keeping yourself well hydrated!...
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By Mr. IPO
Mr. IPO graduated from NTU with a Bachelor in Accountancy (Honors) and started life as a lowly auditor. The audit experience not only polished up his accounting skills but also made him very skeptical about the financial records of companies. He always read the financial reports with a huge dose of salt ...
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