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My portfolio turns RED
By Sillyinvestor  •  October 2, 2022
My defense have been breached. I want to write a blog to reflect on a few questions. 1) Could I have sold more earlier? 2) When to buy more? Let's look at the recent actions. My rules governing selling is not price sensitive, as oppose to what many investors and traders use. I ask myself if there is a risk of earning deterioration, and if the odds is high, sell. Hence I sold CSE, whose management mentioned about cost overrun eating into margin, and with inflation, I hardly think things can get better easier even with a bigger order book. The price didn't reflect my pessimism, it fells generally with the magnitude of market retreat. I also reduce Hotung, as I thought the high interest rate environment with make tech VC business more trying, and they have already had 2 years of good growth, and hence is staring at a high base historically I reduce Geely 175 HK,...
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By Sillyinvestor
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