Portfolio Transactions (January 2024)

 

Updates for my Portfolio for January 2024

My side project has not been progressing for the past few months due to the renovation, still cleaning up. On my career, there's nothing about promotion so I guess I will be moving on.

• Buy Meituan at 72
  
• Reasons/Notes
• I am slowly adding Meituan to increase the position sizing at support levels but it keeps dropping DX
• As of writing this, Meituan is like 62.55HKD.

That's all for my money for now.

 

That being said, I am slowly unloading my main equity portfolio to shift the bulk of it to other portfolios.

 

I have place a small % of my net worth in crypto-assets.

 

Conclusion

My portfolio YTD is now -1.14%, with the long term XIRR at -4.16% (w/o Crypto is 0.19%). Hopefully, I can go back into the green.

 

 

 

 

 

 

My cash position is currently at about 7%. Will continue wait for my cash position to accumulate. Let's hope I can get my numbers back on track.

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• Portfolio Transactions Update (February 2023)
  
• Portfolio Transactions Update (January 2023)
  
• Portfolio Transactions Update (December 2022)
  
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