YTD 2026 Networth tracking thread

[homer123]

I think it is good to rebalance and buy some reits or stocks. If I remember correctly your allocation is quite conservative. Don't look at the paper nominal drawdown in absolute terms. Relative to your networth it is normal.

Well ..my allocation is still around 42% cash and bond.. The rest 58% are reits and HKSE/LSE dividend stocks .. They have been going down non stop for the last 2 weeks.. 5-10% dip out of 1200K allocation would have incurred 60k to 120k unrealized loss.

 

[stanlawj]

What high...it is making lower low

All I can say, is the cost is free if you search online.
https://www.forbes.com/sites/antoin...-coronavirus-hedge-2-billion/?sh=25ac4e3f6fcc
The date I spotted the major turning point in this market was on Aug 3. At that time, buying protection was still cheap.

 

[OngHuatHuat]

Well ..my allocation is still around 42% cash and bond.. The rest 58% are reits and HKSE/LSE dividend stocks .. They have been going down non stop for the last 2 weeks.. 5-10% dip out of 1200K allocation would have incurred 60k to 120k unrealized loss.

This is the top REiT in Hong Kong. Yield is consistently 6 to 7 % based on share price, but share price has been trending downwards non stop based on 3 years chart.

 

[revhappy]

Well ..my allocation is still around 42% cash and bond.. The rest 58% are reits and HKSE/LSE dividend stocks .. They have been going down non stop for the last 2 weeks.. 5-10% dip out of 1200K allocation would have incurred 60k to 120k unrealized loss.

I am also hurting on my China/HK allocation. The pessimism is a bit extreme right now. Even Temasek has 23% allocated to China and they were as high as 29% in 2019. So I wonder if sovereign wealth funds still have such a huge allocation to China, they must have done their homework. Hedge funds selling is just hot money. So hopefully China will fix their issues and this is just nominal paper loss, unless it is sold and becomes actual realized loss.

 

[revhappy]

This is the top REiT in Hong Kong. Yield is consistently 6 to 7 % based on share price, but share price has been trending downwards non stop based on 3 years chart.

HKD risk free yield is tied to US risk free yield, which is very high close to 5% now. In the last decade US yields were low so HK benefitted. I am not sure if this peg makes sense anymore. HK is in recession but they can't cut rates like mainland, due to the peg.

 

[OngHuatHuat]

I am also hurting on my China/HK allocation. The pessimism is a bit extreme right now. Even Temasek has 23% allocated to China and they were as high as 29% in 2019. So I wonder if sovereign wealth funds still have such a huge allocation to China, they must have done their homework. Hedge funds selling is just hot money. So hopefully China will fix their issues and this is just nominal paper loss, unless it is sold and becomes actual realized loss.

I strongly believe the drop in percentage was actually due to the entire HK/China portfolio drop in value rather than any rebalancing. If I din sell my entire hk holdings back in year 2018, my entire portfolio loss would be massive. To invest in China means the investor suffers double kill both in stock value drop and currency depreciate.

 

[DevilPlate]

Well ..my allocation is still around 42% cash and bond.. The rest 58% are reits and HKSE/LSE dividend stocks .. They have been going down non stop for the last 2 weeks.. 5-10% dip out of 1200K allocation would have incurred 60k to 120k unrealized loss.

Already quite conservative portfolio.
Bond prices been dropping further too lately

 

[DevilPlate]

All I can say, is the cost is free if you search online.
https://www.forbes.com/sites/antoin...-coronavirus-hedge-2-billion/?sh=25ac4e3f6fcc
The date I spotted the major turning point in this market was on Aug 3. At that time, buying protection was still cheap.

U are sophisticated investor….
I dont even know how to hedge my portfolio lol

 

[DevilPlate]

I strongly believe the drop in percentage was actually due to the entire HK/China portfolio drop in value rather than any rebalancing. If I din sell my entire hk holdings back in year 2018, my entire portfolio loss would be massive. To invest in China means the investor suffers double kill both in stock value drop and currency depreciate.

now it is like who has less allocation to China, who lose less

 

[homer123]

This is the top REiT in Hong Kong. Yield is consistently 6 to 7 % based on share price, but share price has been trending downwards non stop based on 3 years chart.

Most HK stocks have declined > 30% since 2018..The HKies have been complaining 賺息蝕價. Link reits and HK developers stocks who have high exposure to China are losing > 50% value in the 5 years.. Even with dividend collected over 5 years, they are still suffering paper loss.. If there is dividend cut and right issue like Link, it is really gg for them.

 

[homer123]

I am also hurting on my China/HK allocation. The pessimism is a bit extreme right now. Even Temasek has 23% allocated to China and they were as high as 29% in 2019. So I wonder if sovereign wealth funds still have such a huge allocation to China, they must have done their homework. Hedge funds selling is just hot money. So hopefully China will fix their issues and this is just nominal paper loss, unless it is sold and becomes actual realized loss.

I started with 100k in HKSE after covid in 2020 thinking it is a good bargain.. Keep on average down for the last 2 years and I am now stuck with 400k of HKSE portfolio ..should not have underestimated the current CCP regime, they are good at shooting their own foot. I am suffering double whammy as my SGX reit portfolio which have equal weighting as HKSE portfolio have seen >10% unrealized loss even though it is only slightly better than all the S-Reits ETFs which have suffer > 15% decline. I suspect high interest rate is probably going to stay longer till 2024 unless another 2008 collapse occur. Almost all my investment are interest rate sensitive, it is going to be a ride in the next 6-12 months

 

[homer123]

now it is like who has less allocation to China, who lose less

Actually my HKSE portfolio is still ahead of my SREITs portfolio but for how long as CCP regime keep coming up with self-inflicting wound..

Already quite conservative portfolio.
Bond prices been dropping further too lately

Luckily bulk of bond holdings are SSB and US bonds are bought mainly in last Nov.. I don't think Fed is going to make > 2 hikes but will probably maintain high interest rate for a while..

 

[Mephist0pheLes]

Those china investors better pray it is contained within real estate, if it spread to the banks too, ur whole china portfolio can write off alr. Their debt issue has been building up for atleast a decade alr, once it burst there's no stopping it.

 

[limster]

Always a good time to buy when the fear is highest. I have a target price for 2800 and 2801 basically 2-3% down from current level and then I will start buying and averaging down.

I suspect the fear will be so great there will be no dip buyers, so we will see a straight line to the bottom and then rebound.

 

[revhappy]

I started with 100k in HKSE after covid in 2020 thinking it is a good bargain.. Keep on average down for the last 2 years and I am now stuck with 400k of HKSE portfolio ..should not have underestimated the current CCP regime, they are good at shooting their own foot. I am suffering double whammy as my SGX reit portfolio which have equal weighting as HKSE portfolio have seen >10% unrealized loss even though it is only slightly better than all the S-Reits ETFs which have suffer > 15% decline. I suspect high interest rate is probably going to stay longer till 2024 unless another 2008 collapse occur. Almost all my investment are interest rate sensitive, it is going to be a ride in the next 6-12 months

I believe the CCP will have to course correct. Deng Xiao Ping built China by learning from none other than LKY. The Chinese people have travelled the world and they can see how other countries became prosperous. So, just like how the zero covid ended abruptly when people revolted, I think this current "common poverty" philosophy will also end abruptly.

 

[hwmook]

I believe the CCP will have to course correct. Deng Xiao Ping built China by learning from none other than LKY. The Chinese people have travelled the world and they can see how other countries became prosperous. So, just like how the zero covid ended abruptly when people revolted, I think this current "common poverty" philosophy will also end abruptly.

You are underestimating China problems. I already posted a few months back, China has so much problems that cannot be fixed. The economy slowdown is exposing their property issue which in turn will blow up the banks. The decline is already deeply rooted.

 

[roflolmao]

You are underestimating China problems. I already posted a few months back, China has so much problems that cannot be fixed. The economy slowdown is exposing their property issue which in turn will blow up the banks. The decline is already deeply rooted.

So if China slow down, will the world be affected?

 

[churnmaster]

So if China slow down, will the world be affected?

Yes, of course. It should be minimal for large domestic oriented economies like India and Indonesia. However, for export oriented economies it could be severe.

 

[DevilPlate]

Yes, of course. It should be minimal for large domestic oriented economies like India and Indonesia. However, for export oriented economies it could be severe.

At least inflation got chance to calm down further?

 

[stanlawj]

I believe the CCP will have to course correct. Deng Xiao Ping built China by learning from none other than LKY. The Chinese people have travelled the world and they can see how other countries became prosperous. So, just like how the zero covid ended abruptly when people revolted, I think this current "common poverty" philosophy will also end abruptly.

The course correction is happening now as we speak..

However making money buying stocks is a different matter. It has more to do with flows of funds and expectations. Economics is used to try to forecast flows of funds but it doesn't guarantee it.

Many other profitless US stocks went up 2X or 3X recently. All the CFAs with market, DCA analysis etc just a waste of time for these stocks (not a waste though for other stocks).