
Indonesian Palace/Temple, Bali
July dividend distrubutions are in and ~$1,000+ “Income” is available for re-investment since I don’t need the “income”. Current holdings in the portfolio look like this:
and, with the recent pullback I shall be looking for assets that are presently under-allocated and, maybe, ready to bounce so as to add a few more shates. I am not looking for new holdings in this portfolio at the present time.
Recent performance looks like this:
still well ahead of the benchmark AOR fund.
If/when I decide to re-invest the available cash I will post my selection in the comments section.
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