June 2023 Round Up

 

The last month of 1H2023 and this is how my portfolio looks like:

I sold all holdings in Scomnet as I deemed it was a mistake buy. A regret is that I held it for too long. But then again, throughout the time I held fast with my views of its investment merits (despite being on the wrong side).

Currently I am thinking of adding Kotra Industries, and will try applying for DayThree IPO.

Till then, stay informed, stay invested.