
Rate Of Return
Traded ValueAn update on my portfolio adjustments as shown in post. I’ve trimmed down my position in Mapletree Log Tr (M44U) to 2,500 shares, which is looking strong with an increased P/L of +4.06%. Meanwhile, SingTel (Z74) continues its steady upward march, now sitting at a solid +3.99% gain. To keep the portfolio clean, I have completely liquidated the minor positions in Intl Cement and SoFi Tech. On the entry side, I‘ve initiated a new position in Genting Sing (G13) at a 4.29% weight, which is hovering just below break-even at -0.81%, and grabbed a tiny fractional slice of SpaceX (SPCX).
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