Here is my stock portfolio updates for March 2021. The last time I updated my stock portfolio was in November 2020. So what have I been buying these few months?
If you compare the differences, you would have noticed that I have added more of US Manulife REIT. The manager has managed to keep its occupancy high despite the US economy suffering from the impact of COVID-19.
As mentioned previously, my opinion is that the catalyst for Manulife REIT will be the recovery of the US economy as vaccines get delivered to the US citizens. On 1st March, US Manulife REIT fell to a low of US$0.65 which was a good opportunity for investors to jump onto the boat. Since then, US Manulife REIT has recovered to the current share price of US$0.72.
Another stock that I have added recently is Delfi Limited. I have initiated only a small position given that this company has been constantly paying good dividends over the years. Taking opportunity of the current stock market weakness, I decided to nibbled a little bit of Delfi Limited.
That is all I have to update. What have you been buying?