Here it is again. Almost 4% up since inception compared to only 1% up in the KLSE. It’s important to realise that although a share may be good, businesses and companies suffer from cyclical ups and downs, so it’s just as important to study when to buy as well as what to buy. I said earlier in the week the bulls would try to push this up past the shoulder level and they sure did. But, with oversold stochastics and decreasing volume, I am looking to lighten up even more. Perhaps to as much as 10%-90% equity-cash. In secular bear markets, it’s common to find strong violent bull retracements. Don’t get caught! This is a selling, not buying opportunity.
KLSE
Portfolio
