$Delfi(P34.SG)
Context: The consumer staples sector in Southeast Asia is offering attractive dividend yields and strong cash-flow stability amidst market swings.
My trade: Opened a new position in Delfi (P34) with 2,000 shares to expand our Singapore portfolio to 7 holdings. The goal is to add defensive consumer income to balance our capital gains drivers like Genting Sing and Sembcorp Ind.
Takeaway: Next time, I will scale into consumer staple positions in multiple smaller tranches during dips to lower initial cost basis even further.
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