Quiet Contrarian. Ep 23: Trades for November 2021.

Quiet month, largely just continuing the consolidation of my portfolio, the selling down of reopening trades got derailed a bit with the omicron scare.

Buys

No buys this month.

Sells

Altium LTD – ALU.ASX – I bought these guys in the early part of the covid drop. Just a small amount as they were still really quite overpriced. I always felt like I overpaid, and wasn’t brave enough to top up as they went into the $20s. A really small position, and possibly a silly sale (as I could see this as being one of the beneficiaries of the coming chip boom), but took them off the table as part of reconcentrating my portfolio on the recent price strength.