Portfolio

January 2017

January is over, and I have sold 2/3 of the shares in wwib and wwasa. Wwib was purchased at 120 and 122,5 and I have sold 1/3 at 200, and 1/3 at 212.  I still believe in these stocks, but I believe the downside risk is lager than the upside. So now I have about 50k to invest in other opportunities. Also I got the quarterly dividend from ppg. I’m considering increasing in Stolt-Nielsen, Weifa or Treasure.

How was your month?

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