Review of My Portfolio

The stock market is turned from bear to bull within 3 months time. The bear has brought down KLSE 270 points and last for almost 3 months. The recent bull has comes back for more than a month and bring back KLSE 140 points. 

I believe most of the people did not manage to buy at the bottom of 1,310-1350. It's unpredictable. Not only that, many people also make loss from the bear and afraid of 2nd dip. In fact, this is the best time to test your strategy whether it is working. For me, my existing strategy is definitely sucks and need a lot of improvement. I'm surrounded with fear and I did not discipline enough to do my cost dollar averaging.

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Buy American. I Am.

THE financial world is a mess, both in the United States and abroad. Its problems, moreover, have been leaking into the general economy, and the leaks are now turning into a gusher. In the near term, unemployment will rise, business activity will falter and headlines will continue to be scary.

So I’ve been buying American stocks. This is my personal account I’m talking about, in which I previously owned nothing but United States government bonds. (This description leaves aside my Berkshire Hathaway holdings, which are all committed to philanthropy.) If prices keep looking attractive, my non-Berkshire net worth will soon be 100 percent in United States equities.

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When Will Index Correction End?

It's been 2 months, KLCI index has been dipping for more than 10% as of Thursday closing. What we are looking forward? Will this be a small or big bear?

As I mentioned in my post earlier, the problem is not so complicated as the financial crisis in 2008. Thus, it may not go back to where it starts again. Perhaps 2 to 3 months correction is consider a norm, as no index can goes up forever.

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The Management Integrity Lesson

Selamat Hari Raya and Happy Merdeka Day! I hope you have a great holiday for the past few days.

I went to Times bookstore yesterday and I read a local Chinese stock magazine. A reader wrote in and ask about how's HEVEA doing and what is it's prospect. Interestingly, the author regret that he did write a bright future and good prospect for HEVEA early this year, due to the misled from HEVEA's management. The management told The Edge that they are started to export their products to China and they will improve their revenue and profit in the near term. 

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