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Cut loss: Diary Farm 30 Percent loss.
By Sillyinvestor  •  August 17, 2021
I finally decided to part way with Diary Farm. Maybe years down the route, they might recover, or maybe mainland visitors will start visiting and give a boast to the health care and beauty segment. Maybe YongHui loss is one off. Well, I need not bother myself with all these anymore. The consolation from this experience is pays off to diversify, at least for a silly investor like me. The loss of Diary Farm hardly make a dent to the overall portfolio, since DFI is less than 5% of my portfolio, am  mindfully restricted any investment at cost to below the ceiling of 5% of total portfolio value. DFI is already close to 5%, I have many counters in the range to 2-4%. The reverse is true too, if a few counters gain more than 30%, it also hardly move the portfolio. I need most of the counters to concurrently run to make any meaningful gain....
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By Sillyinvestor
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