ANPDY - Total USD Portfolio Review - February 2019
Overview
This is my second monthly review of my total USD portfolio (see my first episode - Total USD Portfolio Review - January 2019). This "real cash" portfolio aggregates all my positions in USD-denominated securities, including ADRs and OTC stocks, across my taxable and non-taxable accounts.
Through monthly reviews, I hope to keep track of my lessons learned and monitor the evolution of businesses that I have invested in. Please note that my strategy is ultra-long term focused, and hence, I would not pay too much attention to factors of short-term impacts, such as