My portfolio as at 16 Sept

My portfolio currently are:
Hongwei
Techcomp
China Precision
China Print & Dye
C&O Industrial
A HK stock

Currently, my portfolio is around 10% below its July peak. I did not have any trades except adding to the HK stock for the past week.

In the subprice downturn, I have added to or re-initiate (for Techcomp) all my positions. Perhaps, I do feel a tinge of regret that I did not buy Metro at 0.85-0.89, even though I have pointed out to a few friends and my family that Metro can be bought at that level.

I have also looked at my past post in June and July. It seems that I have been too over-confident about my stocks, while I feel pessimistic about the market. In future, I shall try to view my dissonance between my over-confidence in my stocks and my pessimism about the market as a contrary indicator. This implies that I will start to go into cash when I am quite pessimistic about the euphoric market, perhaps in a bid to reduce downward volatility if the correction comes in future.

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