$IJM (3336.MY)$ sold sunway 4.85 now buy ijm at 3.05 and 2.98.. hope QR good can return to previous high.

$YTL (4677.MY)$ There is a high probability that YTL will win the bid for the Lohas High-speed Rail project. Currently, YTLPower is facing an investigation by the Anti-Corruption Commission, and YTL is very likely to offer better conditions to the government than other companies in order to participate in this project.

On the morning of July 22, 2024, I found that there were only 4 CEB left in the account, and the overall loss has reached 19%. I must admit that I really don't know where this investment decision went wrong. Although I have been researching the fundamentals behind the company over the years, the performance of the investment portfolio has been more loss than profit, and this investment journey is indeed quite bitter.
At the beginning of this year, I happened to re-read Mercury Xiong's book "打工族，股息路" and reviewed the investment mistakes of these years, realizing that I need to change my strategy. Although I participated in the famous S team investment course in the Chinese circle, the mentors also provided rich investment information and virtual portfolios for reference (some students even copied them), but due to my busy work, it was difficult to keep up with the rapid changes in the virtual portfolio, and the investment performance did not improve. Therefore, at the beginning of this year, I decided to try dividend investment. Based on this investment strategy, on the morning of the 22nd, I decided to stop loss on the remaining CEB, realizing a loss of -19.62%, and transfer the remaining funds to RHBBANK (the second block order), in order to gradually increase the proportion of RHBBANK in the portfolio.
Fortunately, I managed to escape the recent plunge of CEB. Some students have fallen into trouble because they failed to escape in time, expressing their frustration and anxiety. CEB has always had seemingly good performance and is considered a gem in the market, but the stock price unexpectedly plummeted all the way south. Some students were reluctant to stop loss, but instead took the opportunity to add positions, hoping that the stock price would return to fundamentals and make a profit.