My US portfolio is definitely down but my HK portfolio and SREITs have generally gone up. I would say I’ve lost money because I’ve not bought much US stocks compared to my HK stocks and I do have time to wait out for the next rally. Moving forward, I won’t buy heavily into US stocks. I will be waiting for a good opportunity to take profit. I think the current US stocks is only safe for swing trading and to trade on news. I will also adopt the same strategy for my HK stocks given the rally so far even though valuation is still cheap. This is because stock can always drop especially with fears of trade wars, HK stocks have shown to be volatile and quick for a sharp drop with news that investors don’t like, and many might be taking profit already. Although I count myself as an investor, the volatility of this year has forced me to swing trade. It is always better to have little profits than to be in the red.
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