I've purchased some more shares of A2 Milk (ASX:A2M) and I have entered a new position in Telstra (ASX: TLS).

A2M had a steep drop on its price over the last couple of days, so I have able to average down on my purchase price. I have still a very positive opinion about the long term company growth potential.

Telstra is kind of a long term, low-risk gamble. The share price sits currently close to its all-time low. The current headwind is strong and NBN is not as lucrative as Telstra would have hoped. I believe that 5G can be a game-changer for Telstra as NBN alternative for customers and the IoT (Internet of Things) will provide another long term utilisation opportunity for this new high-speed network.

#MyPortfolio #A2M #TLS

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