From my last couple of blogs, readers would be able to get an idea of what might have changed in my portfolio.
Since the last blog, however, I have made another significant investment or, more accurately, reinvestment.
What am I talking about?
Some readers might remember that I reduced my investment in Wilmar significantly in 3Q 2019 in the month of July, booking a pretty decent capital gain in the process.
Wilmar lost its position as one of my largest investments in 3Q 2019 as a result of that move.
I explained that the move was based on technical analysis (TA) and not because I thought Wilmar was no longer a fundamentally good investment.
That meant I would be building up my investment in Wilmar again when the time is right.
I still like Wilmar as ...
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