SHU Portfolio: Performance Update And Where We Would Add

  • Nearly 40% up after less than 17 months, we can’t complain, especially with the couple of triple-baggers in the portfolio.
  • The Chinese stocks have disappointed though, and Nano Dimension waited far too long with getting finance, with a disastrous result.
  • We’re most likely to add to Pareteum and BioLife, the first is still undervalued, despite a strong rally.

Source: SHU Portfolio: Performance Update And Where We Would Add | Seeking Alpha