representing a 20% loss. As a result, I sold the entire position at market. I hold only 5 stocks right now,
with 27% of portfolio in cash. Stock markets around the world have risen quite significantly in the past
few years, so a correction seems quite reasonable at these levels (at least that’s what everybody else
anticipates). However, there is still a lot of money on the sidelines, so I’ll be watching for any good
opportunities I will to deploy my cash regardless of short-term market volatility.
Click here for the list of remaining HK stocks in my portfolio.