Airasia did not enjoy the last run up so I have cut that from my portfolio for now. Bkawan also seems to be hitting resistance so I am out of that too. So now I am mostly back in cash and up 1.12% in the last month when I started trading. Not amazing but not bad for my first foray into the world of Malaysian equities, especially if you consider that I was only ever around 30% exposed ($10K approx) out of the $30k I gave myself to play with. Based on that exposure, my performance would be closer to 10%.
Although I did not anticipate that the KLSE to breach its previous high so early this year, I did manage to take some profit from it. But there are now more shares in my watchlist than in my portfolio as I stop chasing the hot counters for a while and look for value.
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