Just a short update on my Japanese holdings. A month or two ago, I sold most of the holdings in my Japanese basket of stocks.
In 2013 I bought my first couple of Japanese net-nets and expanded the basket the basket with a few more positions in 2014. In this post I’ll list my current Japanese holdings. There have been a few developments that have led me to buy a few more Japanese positions since the last update in 2014. […]
It has been a little more than one year since the last update on my Japanese stocks. I have made a number of changes since then and will briefly discuss the current Japanese basket. Currently there are nine companies in the basket. I no longer own the two companies I first invested in: I sold […]