Portfolio Record 20200428

Action	Ticker	Strategy	Type	Weighting
	Stock
	GOOGL US	ValuePlay	Stock	6%
	V US	ValuePlay	Stock	6%
Added	SDGR US	SmallCap	Stock	6%
	USFD US	ValuePlay	Stock	9%
	8985 JP	DistressedStrategy	Reit	2%
	Option
Reduced	11 HK	ShortOption	Stock	4%
Expired	27 HK		Stock	0%
Added	1928 HK	Undervalue	Stock	8%
Reduced	CAT US	TrumpPlay	Stock	8%
	DAL US	DistressedStrategy	Stock	10%
	KO US	ShortOption	Stock	4%
Added	UBER US	MomentumPlay	Stock	15%
Added	SQ US	MomentumPlay	Stock	9%
Reduced	PYPL US	MomentumPlay	Stock	5%
New	IBM US	MomentumPlay	Stock	16%
New	RTX US	MomentumPlay	Stock	5%
	SLV US	QE Play	Commodity	7%
	XLI US	Hedging	Stock	-3%
Added	XLK US	Hedging	Stock	-9%
	XLF US	Hedging	Stock	-1%
	SPY US	Hedging	Stock	-7%
	USFD US	Hedging	Stock	-2%
Closed:
AON US
LongTgt	ShortTgt
DIS	EA
AAPL	ATVI
	NFLX