Hi everyone,
This will be a short post summarizing my current portfolio and feelings, and to garner feedback and opinion.
In a span of 3 months, i have invested into 9 additional counters – I am now vested in 13 counters altogether, with <70% of my net worth invested in equities, sitting on a -8% portfolio lost.
Although i’ve always believed in investing for the long term, i found myself to be quite the trader. This crash however, has forced me to really adopt the approach and mindset of a long-term investor.
I will never know when the market will sink further, or when the market will rally, it is too irrational. Therefore i have been busy pouring my cash into companies with long-term growth prospects, in terms of capital gains and dividend yield (excluding JD).
Nonetheless, i have a few wildcards such as Mapletree NAC Trust and United Hampshire REIT. These are counters that i am as of now, uncertain about their future. They make up 4% and 5% of...