My portfolio is 10 percent in the green, but I have several misadventures, with counters down by 50 percent or more, such as TianNeng Power international, and several others such as Alibaba 9988 The portfolio is actually not at it lowest, for the past 1 year, despite the HK tech meltdown, Russia War, and inflation fears. Looking back, the last 6 months provide several reflective points, which I will pen down 1) Portfolio should include both realised and unrealised profits and also cash. I used to ignore unrealised profits or loss in looking at my portfolio, and realised how foolish I have been. Several counters that I bought for a trading gains, like Geely, Alibaba, JD has gone from a profits to loss. Geely especially, has met target of 50 percent gains, and yet, I didn't do anything. 2) Thematic reallocation of portfolio. When inflation is the scare, I pick up Olam, a commodity player. Commodity plays tend...