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Disclaimer: This article constitutes the author’s personal views only and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time, the author may hold positions in the below-mentioned stocks consistent with the views and opinions expressed in this article. I have positions in all of the below stocks at the time of publishing this article. This is a disclosure - not recommendations to buy or sell stocks.

Portfolio update

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.

Otherwise, most stocks dropped a bit in value, including Multi Bintang and Kyushu Railway. It could be related to the new COVID-19 …