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2020 market expectations and positioning

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Old 16-01-2020, 10:25 AM   #1
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2020 market expectations and positioning

Creating thread to discuss, market expectations and positioning going into 2020.
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Old 16-01-2020, 10:26 AM   #2
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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.

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Old 16-01-2020, 12:32 PM   #3
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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.
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Old 16-01-2020, 12:35 PM   #4
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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).
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Old 16-01-2020, 12:45 PM   #5
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Thinking of Hong Kong ETFs. Political wind should be calming down mid this year.
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Old 16-01-2020, 01:09 PM   #6
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Singapore's economic growth may pick up in 2020. May. Lets be positive.
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Old 16-01-2020, 01:27 PM   #7
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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.
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Old 16-01-2020, 01:52 PM   #8
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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.
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Old 16-01-2020, 02:52 PM   #9
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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.
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Old 16-01-2020, 03:33 PM   #10
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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.
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Old 16-01-2020, 04:45 PM   #11
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Stop poking the prophet. 😁
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Old 16-01-2020, 06:33 PM   #12
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Still monthly dca
Maintaining 80% iwda 20% local etf
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Old 17-01-2020, 01:14 AM   #13
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Need to deploy my cash more aggressively into IWDA to bring it down to 15%
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Old 17-01-2020, 07:40 AM   #14
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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?
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Old 17-01-2020, 11:00 AM   #15
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So you sold out your iwda holdings?
Sold almost a year ago and yeah missed out on the big returns.
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