Monday, March 8, 2021

Newbie Portfolio - End 2021 02

 Nothing much to say for this boring month. Just Shell having some upward momentum.


Net Asset Value is slightly higher compared to last month due to slight movements in Asset Prices, particularly Shell Equity.






As mentioned in last month's blog post, Allianz 5.5% Perpetual Bond has been called and it will disappear from my portfolio at the end of March 2021 (along with a reduction of Investment Loans). The Portfolio Margin Ratio will come down to a comfortable level.


Regards, Newbie

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1 comment:

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