I am writing this down as a short thought before I forget on some of the points that I had in my head. As I'm currently still overseas, I'm unable to produce the excel spreadsheet I had with me back home, hence I'll just pen them down into words for now.
I've been slowly building my next core foundation moving into the year of 2018. This year return has done fairly well for me hence I have started trimming down some of those companies which I thought valuation was rich and move into building large position onto companies which I thought had better valuation. Most of these stocks are either ignored or largely avoided for now, so it gives me a good chance to accumulate them.
Guocoland returns have been rather poor based on my memory so this was one of my consideration when I purchased the stock. Still, with ......