i thought I had posted in this topic but I think I miss post...

i thought I had posted in this topic but I think I miss post it somewhere else so I just copy and paste here instead plus edit a few lines.
here's my entry, basically mostly stocks and REITs to take advantage of the interest rate cut theme or those I felt is under appreciated counters so I hoard them and wait for them to get appreciated so I can sell for a better price. I tried to get those counters that at least have a good business performance and pay some dividends every year so that if I got it wrong at least I have a passive income position to compensate me for my mistakes. besides having passive income is never a bad thing except that active income usually beat passive income. but at least we all want to have some passive income I guess and why not turn our mistakes into a passive income stream?
those counters that reach relative fair value I will then look to sell off at least some if not all unless I want to keep some for passive income and recycle the funds to look for other under appreciated counters. often counters will have period where they are under appreciated or fairly appreciated so I just rotate and recycle accordingly.
new here so just having some fun playing around and make some kopi money.

added as the china stimulus was not there when I first wrote this: now that there is this china stimulus also in play on top of the fed interest rate theme perhaps we can rotate between the different theme via taking profits on the faster to rise theme and deploy those on the laggard counters where opportunities arise and recycle accordingly. there are some undervalued Hong Kong finance and properties counters around so we can shuffle in between. if luck is good that is...