I am selling 2/3 of my Ta Tech, let's see if I will happy or regret end of the year.

Been reducing my monthly dca.. So pump up my emergency fund.. But if there's a major correction.. That would be my buy in fund

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This post has been edited by GrumpyNooby: Jan 7 2021, 12:58 PM

The rally speed this month has been crazy. 10 days into July, port up by additional 9.78%

10 days!

finally some down turn..
time for july dca

i waiting for it to properly correct. got some stall and bear traps but not real correction.

we havent had any proper correction since March.

I think DCA over then long term still viable... Tech sector is a good bet for the future anyways

at what point consider as real correction?

that being said
i took profit on most of my holding in brusa

This post has been edited by xcxa23: Jul 10 2020, 10:53 PM

When there is fear n blood in the waters.

My July 2020 rebalancing:

RHB US exposure = unchanged

Manureits = exited completely my position. ( zero exposure )

CIMB China = Increased weightage from the sold Reits portion.

Amanahraya Shariah Trust ( FI ) = unchanged.

Xuzen

First time same, i oso sell REITs n into China 😍

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This post has been edited by GrumpyNooby: Jan 7 2021, 12:48 PM

👍 Hope doesn't regret

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This post has been edited by GrumpyNooby: Jan 7 2021, 12:48 PM

my small cap china up 10%...Asia ex Japan is good?

U people also having a RISK-ON mode. Kita sama-sama HUAT AR!

Nup, I take opposite approach, still remain with reit holding, reduce ta tech, reducing general equity fund holding ratio.

Ready my cash for next correction.

Wait and see.

I oso got asia ex japan but now in china first, if something get wrong baru cabut in asia ex japan. 😂

I only wanna take advantage on china rally ma 😬
Boss rajin sikit post ur action or recommendations, u r one of my benchmark 😎😎😎😇😇😇

Actually i already followed master xuzen allocation since 2016 i think, until year 2018, sakit hati tengok my portfolio return. That time redeem a bit and totally out of this UT until 2019 year end. Very surprising returns is good especially TA tech. Almost sell my kenanga growth bcoz the only returns in red, luckily hold it seen it start to pick up 😂..i wait until i feel enough, definitely will switch to growth series 2 or opportunity.
Just regret why during 2018 i retreat, if no i now Huat oledi bcoz that time i mainly top up TA tech n asia pacific ex japan n China. 😭
Now i decide to switch to rally fund n top up the non performing fund like asia ex Japan if i forseen it future is good. Hope i got the 'ball' to hold long enough 😬😁😬😁😂😂

I already slowly reduce my TA tech until minimum holding, if kena burn oso nvm bcoz oledi take out the profit ma. REITS seen ok but just wanna take advantage on China rally. Already in China a few day since 0.5% promo 😁

This post has been edited by ironman16: Jul 11 2020, 01:04 PM

Kawan,

Gua post my rebalancing once a month. Dis iz unit trust dei! Not stock-market, once a month rebalancing considered very gung-ho liao.

Xuzen