Portfolio update July 2022
Stabilisation and a new BA5 wave in Asia but probably not a big deal. Estimated reading time: 17 minutes.
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Some stability after the recent commodity and currency crashes.
The portfolio is up +0.6% over the past month and +2.6% since its inception last October in US Dollar terms.
The portfolio is mostly up thanks to the big dividend payment from my significant position in CNOOC.