I have now deployed all the cash I raised from selling my Brookfield Property Partner shares (BPY or BPYU). What did I buy? See this table. In my previous blog post, I showed a short list of prospective buys I was considering. See here. Out of that list, I chose not to add … [Read more...] about What I bought to replace Brookfield Property?
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Dipping my toe into this SPAC craze
I generally don’t have much interest in Initial Public Offerings (IPOs). They are often overpriced, overhyped, and not meant for long-term investors. In last couple of years, IPOs have seen a resurgence along with Direct Listings and SPACs. These IPOs, DLs, and SPACs are … [Read more...] about Dipping my toe into this SPAC craze
How my stocks did in 2020?
After taking a short hiatus in January, I am back. Happy belated new year, everyone! So this month I start off with end-of-year update of my stock holdings. In my mid-year update post (Breaking out to a new high) in July last year, I pointed out that my portfolio had reached … [Read more...] about How my stocks did in 2020?
Dividends, six months later
It has been more than six months since the pandemic started affecting the global economy. Many dividend paying businesses were impacted too. In response, some stopped or cut dividends. But not many businesses that I own have gone that route. I wrote a blog post in May this year … [Read more...] about Dividends, six months later
Breaking out to a new high
On June 9th, as the stock market came within 5% of its previous record high, my portfolio reached a new all-time high. That day, my portfolio nudged just above its prior record high made on February 19. Credit for this outperformance (since the broader stock market has yet to … [Read more...] about Breaking out to a new high