Dear copiers,
porftolio update.
+8% in August at this moment.
Drop from last week missed us completely as i closed most of stock positions week before it. Free cash used to open new positions at $CHFHUF and $USDJPY after drop. Both are delivering nice profits. I will hold them for few weeks probably. Nice carry from both of them and especially "sushi" is bought in at very good level.
$B4B.DE (METRO AG) still same playbook. I believe complete take over is near
$01211.HK (BYD Co Ltd) car industry winner for next years. Only $TSLA (Tesla Motors, Inc.) is capable to compete them. I will hold that stock for long time
$SU (Suncor Energy Inc.) nice recovery after drop. expect quarterly dividend 0.545 CAD next month (ex-date 9/4, payment 9/25). My top pick for stable income and value in $OIL$NATGAS sector
$DHL.DE (Deutsche Post AG) i will add some more money into position if it goes to 35. This company is set to rule the world of delivery in future.
I wish you nice summer. Any Q? feel free to ask and I will answer.
Cheers,
HW
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