This week through the end of February, the Shareholding of stocks will be sorted.
① Select liquidity and well-performing stocks from those chosen this time with a bright outlook.
② Set the holding ratio for each stock at about 5-15% (limit to a maximum of 20 stocks).
③ Organize the watch list and refine the portfolio further.
④ Have a clear reason for holding those stocks and manage them according to objectives.
Prepare to allocate 5-10% of surplus funds (enough to purchase a single stock).
Look for opportunities to liquidate Funds and redirect them to self-managed investments.
↑Current Portfolio