QUOTE(lowya @ Jan 12 2021, 09:28 AM)
considered. So let's call it the List of Private Fund Mangers:
squarepilot zstanbut how would you execute your holdings according to macroeconomic changes? i like to explore this area with you.
other than FD where is stable?
just some sharing on my personal ideas. i started building my portfolio since 2013. back then i was a total noob and do trading in-out-in-out and lost some of my pocket money. i remembered how i lost money in topglove. yes the worker bully case that sink the gloves shares. i had to cut lost and the next thing happen - H1N1 comes in and the stock easily double from the lowest. a big big mistake made
after a few more stocks trading and lost a few round of money. i decided to stop trading and start buy shares in small batch and forget about it. leave it there and let it just grow or die.
so i have think on malaysia economy and the potential is rather on the export side. when first gotten my salary, i tried hard to save 4 months worth of salary savings of RM1500 and buy hartalega. subsequently i bought into Hevea (no longer with me) and Tguan (swapped to BPPlastic when Tguan was in bad shape)
i have identify 6 sectors i should stay invested which is:-
Gloves
Plastic
furnishing and wood products
Oil and Gas
Tech
Plantation (oil palm)
in the early years, i focus on cheap shares, which means buy the lowest PE stocks, but eventually this idea doesnt work, which eventually i made up my mind and choose to switch over to the industry leader
over the time, i just throw in my salary savings at the beginning of the month (top up with dividend received to invest and buy, and top up)
maybank trade is only RM12 per trade after adding duty stamp, clearing and SST. every batches of RM1000-RM2000, the brokerage fees of RM12 is very reasonable
and if you recalled my previous post. i don't focus on 1 share in the particular sector. i rather stay invest in the top 3 leaders of every industry