To be honest, I believed that most of the investors can't perform better than simply invest in index with their stock picking strategy. But I found that I enjoy the process of stock picking. Life isn't just about making money right? Create a strategy and slowly improve it is the fun part of investment!
I am planning to slowly divest my investment to different countries. Given that my portfolio size is very small, I think diverse into three markets is the best choice. I am considering SGX, HKEX, and SSE. I am not considering US market for now, as I found that most of the stocks are trading at a premium of book value. I am not considering Taiwan market, as there are too many political uncertainties around. I might consider Japan market in the future if their economy looks good.
Singapore Market (40%)
Hong Kong Market (30%)
Shanghai Market (30%)
Hi Allen,
ReplyDeleteFor those listed in China and HK do you buy the a shares or h shares?
Hi Clement,
DeleteSorry for the late reply. I buy both A and H shares.
Thanks