After the recent sell off the market is now offering a number of attractive investment opportunities. In addition to that, with the latest dispositions made the portfolio’s cash position is currently above 20%. Hence, it seems to make sense to take the chance and add some companies of good quality to the portfolio.
From today on, I will buy a 3% position in Rolls-Royce Holdings with a limit price of 695 pence per share. Moreover, I will also accumulate a 3% position in Houston Wire & Cable Company with a limit of USD 6.85 per share. Both investments will be covered in separate posts where I will outline the investment case.
The content contained on this site represents only the opinions of its author(s). I may hold a position in securities mentioned on this site. In no way should anything on this website be considered investment advice and should never be relied on in making an investment decision. As always please do your own research!