The six month update on my latest posted model portfolio.

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Portfolio Update

Below is the 6 month update on my 2nd model, as here posted last September 14th 2020.  As I went along taking profits on 2, while adding a couple.  As always, posted here exactly on the hour and day, when I did make changes.  While I view 1600 on the SET index to be a formidable barrier I am willing to stick with it for now, -not least to collect the upcoming nice dividends while we wait further progress.  As the Thai economy is bouncing back going forward and the CV19 looks contained, along with mass vaccinations within this year,  I dare not to take profits just yet... Interest rates remain ultra low and longer term oriented member-investor should take the view on receiving high dividend yields in April/May -even while tolerating a potential mkt. set back.  As I just took profits on PTTGC last week, I now have 1 cash position on hand.  As members see I beat, by a smallest margin, the SET index yet again; especially if one time adjusts changes I made later.  As always any comments or observations welcome.