I had on the eve of Diwali posted about my portfolio and performance and promised an update in 6 months. So here goes - The market has c moved 2.37% in 6 months. Whew that is proof of the discussion I was having with my wife and she was cribbing of how its tough to trade in the markets in the last months with even seasoned traders struggling to get a grip on the movement. My view was that there was sideways movement with random volatility and this is proof of that. Anyways, my personal portfolio has increased by 5.66% while for the first time I think my Mutual fund portfolio has beaten both my portfolio and the market by clocking in a 7.48% return.
I had identified shipping, hotels, agri inputs and some specific stocks as inputs. I have actioned on those. Missed out big time on a specific stock I had identified in consumer side and a pick on the financial services I think I have entered at a wrong time. Else I am fairly happy with my picks and I should see better returns.
I am at a loss for themes and stocks now. Looking at a certain area but haven't managed to research it well. I am still unsure of infra or power and I think the execution risks are still underpriced.
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enjoy your artical, thank you .............................................
很期待新的內容，幫你推個文^^ .............................................
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財富並非永遠的朋友，但朋友卻是永遠的財富。 ............................................................
失去金錢的人，失去很多；失去朋友的人，失去更多；失去信心的人，失去所有。............................................................
人有兩眼一舌，是為了觀察倍於說話的緣故。............................................................
一沙一世界，一花一天堂，掌中握無限，剎那即永恆......................................................................
真是太有道理了~~我支持你~~~.................................................................
期待你每一篇文章......................................................................
閒來無聊逛逛blog~~跟您打聲招呼~~.................................................................
成熟，就是有能力適應生活中的模糊。.................................................................
當一個人內心能容納兩樣相互衝突的東西，這個人便開始變得有價值了。............................................................
人有兩眼一舌，是為了觀察倍於說話的緣故。............................................................
Very good stories~~ Thanks for ur sharing~~!!..................................................................
單純喜歡你的部落格 留個言跟您問聲好~~..................................................
喜歡看大家的文章，每篇都是一個故事，都是一種心情~~祝大家開心愉快............................................................
這麼用心的經營你的文章, 當然值得我們留連拜訪的！............................................................
期待新的內容 感謝你.................................[/url]...............
看看blog調整心情，又要來繼續工作，大家加油..................................................................
Many a little makes a mickle..................................................................
回應是我能為您做的最大的支持............................................................
Knowledge is power................................................
人生中最好的禮物就是屬於自己的一部份............................................................
Lets cross the bridge when we come to it............................................................
Look before you leap.................................................
從人生中拿走友誼，猶如從生活中移走陽光......................................................................
缺少智慧，就是缺少一切..................................................
人因夢想而偉大，要堅持自己的理想哦！............................................................
所有的資產，在不被諒解時，都成了負債..................................................................
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