Portfolio year to date return was 6.36%
Actions did on the portfolio for the month of Feb.
increase position for Intel by paring down position in Starbucks.
48.10 >
69.4<
Started new positions on SBS transit after analyzing of most recent quarters of the financial statement. Conclude undervalue with a high conviction of increase in dividend payout for FY 2019.
Rebalancing of banking stocks according to recent financial statements.
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