Friday, 10 July 2020
Strategy: July 2020
Did my regular monthly purchases of WQDV and VHYD, plus FSMOne RSP of 2800.HK. Also decided to do small top-ups of various shares GSK, Shell, HSBC, Westpac, Santander, Telefonica, and Ascott Residence Trust.
Big rally in China stocks in the start of July so that I am not topping up China for the moment. I remain overweight China with Greater China amounting to about 20% of my portfolio.