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. 

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