Snapshot - My Top 10 Investments Right Now (8/6/2020)
- Naspers (NPSNY)
- Prosus (PROSY)
- Micron (MU)
- Reliance Industries (RIGD.il)
- Scorpio Tankers (STNG)
- Tricon Capital (TCN.to)
- Cleveland-Cliffs Inc (CLF)
- Corbion (CSNVY)
- CK Hutchinson (CKHUY)
- Virgin Galactic (SPCE)
Notes:
Part of the strong international focus is due to already having further diversification among domestic American large caps via diversified mutual funds and ETFs not included in this profile. Given the strong exposure of the large indices to large cap American technology companies, there's little reason to double down on my own personal stock choices.
My position in Virgin Galactic is actually a bit misleading as I'm actually quite neutral on it altogether rather than actually being bullish on it. The only reason it's included in here is because my exposure is conducted via a January 2022 $60 put option. In this regard, I consider the potential return as the comparable amount to measure against the other investments. Plainly put, the option premiums were just too attractive to pass up here.
Reliance Industries and Tricon Capital trade in London and Canada respectively and are not readily available to those unable to tap into overseas markets.
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