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Let review with a low STI at 1513, what will happen to portfolio value?
STI 1600 on 24 Oct 08: portfolio value is the lowest
STI 1595 on 20 Feb 09: STI down -0.3% from 24 Oct 08, portfolio value +19%
STI 1513 on 06 Mar 09: STI down -5.4% from 24 Oct 08, portfolio value +17.6%
The review is telling me that one should think of re-balancing, swapping counters to diversify or replacing "dead" counters in the portfolio, as not all counters will fall to new lows or better still some may recover from the previous lows.
So be brave and control your emotion over losses. During the time of market depression, it will also present you with better opportunity for you to re-balance, swapping counters to diversify or replacing "dead" counters in the portfolio at current reasonable price level.
AI芯片股災|股王英偉達跌10%失守800關 狂牛股超微電腦恐慌暴瀉23% – 香港經濟日報 – 即時新聞頻道 – 即市財經 – 股市
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超微電腦急挫21%,曾失守800美元公司月底發季績,但未有預先公布財務表現市場憂慮業績或遜預期,引發拋售潮人工智能(AI)及芯片概念股爆發股災,1年期累升超過11倍的狂牛Super
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