Saturday, October 10, 2020

All stars aligned

but something is missing.

When I saw market crash during March 2020, I realized that it is a life time opportunity, and I started this stock portfolio:

  • at mid of April 2020.
  • invested aggressively during April-May and slow down after that.
  • invested in quality blue chips, ETF and REITs.
However, after 5 months, I am about break even after including dividends.
Why?

The reason is that I invested in local stock market, which has missed out most of the recovery as compared to the US and China market.

This prompts me to start investing in Chinese ETF in US market via a dollar averaging approach.

No invest/divest activity this week.

STI ranged between 2504 and 2547.

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