A quick update on a few recent purchases in my portfolio.
- First purchase: I added to my position in Brookfield Infrastructure Corp (BIPC.TO) @ CAD$62.50. Brookfield raised $275M by issuing shares, so I decided that it was a decent price to add to my position here. Recently, I changed my LP units to the C-corp units as I see a higher demand from rest of the investors for a simpler corporate structure.
- Second purchase: I continued building on my position in Microsoft Corp (MSFT) @ $205.79. A bit pricey at current level, but great companies with a visibility to continued growth demand a premium in this market & I decided to nibble more here.
- Third purchase: I added to Adyen NV (ADYYF) @ $1575.00. This is my third iteration of purchasing Adyen shares (see purchase #1 & #2 here). The stock has taken off since my initial purchases in May & June, but still decently priced considering the relative valuation in the US market.
Full Disclosure: Full list of holdings is available here.