Month to date increases by 8.21 % in the month of April.
YTD portfolio return hit 18.71% .
We should not expect to see this huge increases going forward.
what was done in April - SBS position was reduced by roughly 1/3 to an average cost of 2.40
55k of loan was reduced.
fully exited Beijing capital airport after the latest financial statement release.
a slight increases in overall banking stocks position
a slight reduction of Apple position
No new counters added.
