Portfolio review - 2024 Q3
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All is good. Such a sight.
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It has not been an easy journey for the past years, as I struggle a lot on my portfolio allocation - too concentrated on TSLA, losing stocks, and diversifying too much onto YOLO stocks.
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Investment is a marathon and painfully patient process that investor has to build over a long period of time
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US continues to be my dominant portfolio positioning, although adding more REITs this year in SG
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Majority of portfolio returns dominated by #PLTR
Will not be adding more to it for the moment.
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HK and CN related stocks are positioned for a great recovery run, let’s see how it pans out.
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All in all, happy with my current portfolio sizing, and will continue to add to my top 3 to 10 positions, and not adding more PLTR & TSLA for the time being.
.
Also exploring #SCHG as the main ETF to buy, replacing #QQQ and other US equity funds.
.
Election is happening soon, let’s see how Q4 plays out
.
All is good. Such a sight.
.
It has not been an easy journey for the past years, as I struggle a lot on my portfolio allocation - too concentrated on TSLA, losing stocks, and diversifying too much onto YOLO stocks.
.
Investment is a marathon and painfully patient process that investor has to build over a long period of time
.
US continues to be my dominant portfolio positioning, although adding more REITs this year in SG
.
Majority of portfolio returns dominated by #PLTR
Will not be adding more to it for the moment.
.
HK and CN related stocks are positioned for a great recovery run, let’s see how it pans out.
.
All in all, happy with my current portfolio sizing, and will continue to add to my top 3 to 10 positions, and not adding more PLTR & TSLA for the time being.
.
Also exploring #SCHG as the main ETF to buy, replacing #QQQ and other US equity funds.
.
Election is happening soon, let’s see how Q4 plays out