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Anonymous
My portfolio (Syfe 100% REIT) is now ~61K (invested amount is ~68K).
Time weighted return is -15.78%
Started: 6 Jul 2020 (slightly before covid period)
Frequency: usually monthly, and if I have spare funds I'll just do adhoc topups
Should I just push everything to Cash Management? At least it's the only portfolio I have that has "profits"... Honestly I'm stressed about this bad financial decision
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It's all paper loss until you sell it. I would hold and continue getting the dividends until it recovers hopefully
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I think maybe you could ask yourself some questions to consider that may help you in making decision moving forward.
For me I have started invest in the same portfolio 3 years ago, and I plan to continue because I believe the past 1 year ++ downside was due to the high interest rate (cause by high inflation) and my end goal is to achieve value appreciation at the same time building the portfolio big enough to earn a substantial dividends in the future.
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KC
06 May 2024
Get Knocks at Skool of Hard Knocks
“Time in the market beats timing the market – almost always,” wrote investment analyst Kenneth Fisher in an article for USA Today in 2018, giving passive investors a useful catchphrase.
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4 years is not very long in terms of investment time horizon. It happens to be that these are the re...
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If 1 year no profit, at most 2 years, should stop already.
If no profit after 1 year, or no growth, you have to evaluate whether it's the wrong fund or the wrong type of investment for you.