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Portfolio Update (20/07/19)

Lots of changes this week:

AU Portfolio


BlackWall Property Trust (ASX:BWR) - I originally bought BWR alongside BWF because I was concerned about potential conflicts of interest between the two entities. Further research has alleviated this fear.

Dicker Data Ltd (ASX:DDR) - Now trading at 30 times earnings and I think there are better places for my capital

Korvest Limited (ASX:KOV) - A poor quality cheap business with a positive outlook. I prefer the below stocks at current prices.


Advance Nanotek Ltd (ASX:ANO) - I previously held this stock and sold at around the current share price because I thought it was too expensive. I have changed my mind. Pricing for the company's zinc oxide powder formulation (Zinclear XP) is undisclosed, but an investor presentation (p4&5) from last year states that inferior competing products sell for $37.50 to $55.00 USD per kg. If ANO sells Zinclear XP at anywhere near those prices and it can come close to fulfilling its planned 2,200 to…

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