Just For Thinking ....
From The Manual of Ideas:
Looking back on hindsight, Uncle8888 has allocated significantly large portion of his investing capital into his best three ideas: Kep Corp, Semb Corp and DBS
So far, he is not that bad as capital allocator.
He must continue to execute this role of capital allocator more effectively in the next market cycle with his War Chest on standby.
Is Asset Allocator difference from Capital Allocator? i think there is a difference only if you B&H or B&H&S&......
ReplyDeleteSome difference.
ReplyDeleteCapital Allocation to maximize portfolio gain. Heavier weight on better ideas.