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revhappy 16-01-2020 10:25 AM

2020 market expectations and positioning
 
Creating thread to discuss, market expectations and positioning going into 2020.

revhappy 16-01-2020 10:26 AM

My own positioning is 25% equities and entirely to Asia, if markets plunge increase allocation. I think US and Europe are very overvalued and won't touch it.

DukeCS33 16-01-2020 12:32 PM

Quote:

Originally Posted by revhappy (Post 124631208)
My own positioning is 25% equities and entirely to Asia, if markets plunge increase allocation. I think US and Europe are very overvalued and won't touch it.

If US and Europe plunges, Asia would not be spared.

d9_lives 16-01-2020 12:35 PM

Stay the course, monthly to IWDA n EIMI.
Keep +/-100k on JD, Tencent, Baozun, Nio and RMG.
And "try" not to peek until the next top up...(always fail anyway).

kkcheng77 16-01-2020 12:45 PM

Thinking of Hong Kong ETFs. Political wind should be calming down mid this year.

charlesdygreat 16-01-2020 01:09 PM

Singapore's economic growth may pick up in 2020. May. Lets be positive.

NewInvestor 16-01-2020 01:27 PM

I was thinking that being mostly in REITs might be a good idea. I think interest rates will remain low for some time. REITs can buy more and more properties with low interest loans, hopefully leading to higher and higher DPUs.

Kapish 16-01-2020 01:52 PM

i am 40% US/UK equities. EM, singapore and china will likely continue to underperform as long as tariffs remain in place which will be for a long time. trump already said phase 2 after elections.

d5dude 16-01-2020 02:52 PM

Quote:

Originally Posted by revhappy (Post 124631208)
My own positioning is 25% equities and entirely to Asia, if markets plunge increase allocation. I think US and Europe are very overvalued and won't touch it.

Your positioning is for how long? I bet you will once again liquidate your entire portfolio if it goes up like 5-10% a few months later.

MikeDirnt78 16-01-2020 03:33 PM

Quote:

Originally Posted by d5dude (Post 124634565)
Your positioning is for how long? I bet you will once again liquidate your entire portfolio if it goes up like 5-10% a few months later.

For some 3 months is considered long. :s13:

d9_lives 16-01-2020 04:45 PM

Stop poking the prophet. 😁

Thoreldan 16-01-2020 06:33 PM

Still monthly dca
Maintaining 80% iwda 20% local etf

malthead 17-01-2020 01:14 AM

Need to deploy my cash more aggressively into IWDA to bring it down to 15%

highsulphur 17-01-2020 07:40 AM

Quote:

Originally Posted by revhappy (Post 124631208)
My own positioning is 25% equities and entirely to Asia, if markets plunge increase allocation. I think US and Europe are very overvalued and won't touch it.

So you sold out your iwda holdings?

revhappy 17-01-2020 11:00 AM

Quote:

Originally Posted by highsulphur (Post 124642909)
So you sold out your iwda holdings?

Sold almost a year ago and yeah missed out on the big returns.


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