On Friday's market opening I sold all my trading portfolio at a small profit. Think the correction will be short and sharp, maybe 2-4 weeks. Sharp enough that I don't want to sit through it. It is not a liquidity event like March, but the market was too frothy - some RobinHoodies and a big options-buying whale need to be cleared out first.
For the trading portfolio, I look to buy back copper, oil ad gold miners. Plus maybe a US housing stock.
I kept my investment portfolio holdings, look to add Ascendas India Trust. Hong Kong Land also looks interesting.
1 comment:
Very nice bllog you have here
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