Portfolio

As I have mentioned previously, I am going to use this blog to track investments that I make.

The first two investments I made on Tuesday are:

  • A full position (10% of my portfolio) in Sears at a share price of US$92.34.
  • A full position in American Express at US$40.63 a share.

I plan to post my investment thesis, along with what I believe each company’s intrinsic value is in the next week or so.

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