both are the result of disruptive forces of today's modern world

i believe these two counters belong to many people in singapore, including myself.

i used to think they were very safe. perhaps not so now.

However, but over a long time, my guess still is that both should be able to weather this and most likely they will not become history in our history books.

i did a portfolio check today, and it remained relatively unaffected still.

main reason is that each counter is about 4% of my total portfolio.

hence every 10% drop in one counter would represent a movement southwards of 0.4%. 2 counters even 20% each will at most affect 0.4x4% or 1.6%, which is rather ...