Saturday, September 11, 2021

Are we now moving into stage 4

of China tech market cycles as mentioned in https://www.dsij.in/DSIJArticleDetail/ArtMID/10163/ArticleID/12212/Market-cycles-and-emotions? Only time could tell.

I have started a new position in Ascott Trust when its price plunged below $1 since I always want to invest in a hospitality reit.

Divested some Jardine C&C @ $19.65.
Bought Ascott Trust @ $0.985.
Added AIMS @ $1.47.
Added SembCorp @ $1.89.
Added Mapletree Industrial Trust @ $2.90.
Added Ascendas Reit @ $3.06.
Added 3067 @ HK$13.93.
Divested Palantir @ US$26 (via options).

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