There were two further sales – the balance of American Well putting me out of healthcare altogether for the time being – too early despite telemedicine being set to expand over the medium term. Also sold Qualcomm for a profit to generate some liquidity and start a holding in Vuzix – a smart glasses company.
I have been aware of AR/VR for a long time but never made any investments in this area. Now heading towards the mainstream, or so the people I listen to think.
I have some approximate quarter day valuation figures, but will wait for the time weighted numbers on both my funds (the other values 5th July).