Short Post. So... I guess a lot has happened over the last few weeks, especially with CCP on the HK stock market and US market since earning season. My portfolio has been on stagnating for a while. For those that know how my fund is formed, I was told to be more aggressive. Thus, that is what will be happening - I will be making significant changes to my portfolio. I will be selling all my Singtel position (No worries, selling into gains) and also be selling UVE - a position that I finally decided its time to move on. I will use the funds and average down into S$0.10 and Alibaba, as well as some of my US positions. Just felt I had to informed all. See you on the next post! More information on APPS are being shared in the Fundamental Scorecard Telegram Group (please google for the l...