Today I'm going to talk about a slightly sad topic. Mid-year fund summary and reset.
Individual fund allocation status
Why is it a bit sad, because I didn't make any money from the fund in the first half of the year, and I haven't even made any money from the fund in the past 2 years. I thought I could endure the darkness before dawn and see the light again, but in real life things require me to cash out and deal with it.
In terms of mentality, I really don't want to reduce my fund holdings at this moment, but there is no way. The pressure on living expenses made me have to cut my holdings and cash out, so I properly fell before dawn.
Currently, I have only 2 HKD fund holdings left:
Moreover, they are all currently in a state of loss. The reason I left these 2 is that their position lists are all in the direction I am optimistic about.
$CUAM China-Hong Kong Strategy Fund (HK0000130705.MF)$Currently, the top 5 positions are $TENCENT (00700.HK)$ $Kweichow Moutai (600519.SH)$ $HKEX (00388.HK)$ $BABA-W (09988.HK)$ $AIA (01299.HK)$。
Seriously $CUAM China-Hong Kong Strategy Fund (HK0000316452.MF)$Every time I adjust positions, I have accurately stepped on my preferences, even though...