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- - Portfolio Transactions (April 2024)
 

Updates for my Portfolio for April 2024

I have entered a new role in a discipline that I am rather unfamiliar with. Been spending a lot of time trying to catch up to bridge my knowledge gap.

  • Buy Ping An at 30.6
    • Reasons/Notes
      • Just nibbling to add to my positions.
  • Sell Booking Holdings at 3550 (~98% Profit incl Div)
    • Reasons/Notes
      • Travel has recovered to post COVID with Asian market growing nicely. However, as travel started to slow, I decided to sell to divert to other portfolios but maybe I made a mistake letting this winner go (feels like it, maybe I should repurchase them again?).  
      • I am slowly unloading my portfolio and diverting to my other portfolios.

That's all for my money for now.

The recent sell orders allows me to shift the bulk of it to other portfolios. However, I foresee I might be short on cash for the next year, so probably won't see the portfolio growing much.
 
I have place a small % of my net worth in crypto-assets.
 

Conclusion

My portfolio YTD is now 7.48%, with the long term XIRR at -1.52% (w/o Crypto is 2.37%). Hopefully, I can go back into the green for the long term. I have also updated some portfolios I am testing out too.
 
 

 

My cash position is currently at about 6.25%. Will continue wait for my cash position to accumulate. Let's hope I can get my numbers back on track.

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