Sep update

Continue my hectic schedule where in sept I had to cover innoXX 3 days and had a business review in langkawi. I had to during the weekends conduct house viewing which burnt my weekends.

Unfortunately I believe I just miss the window to sell the property , it was v quiet during July the ghost period and the stock market dived due to the Greek potential default problems.

My maid also went back in aug for HR, and we got a new p maid, who does things vv slow ( take 1 HR to wash dishes), and my young boy (1+) don't want her. He wants us parents to bath, pat him to sleep, wash hands/legs, change clothed etc. This transition was rather difficult.

As expected, my work suffered, and overlook for promotion again (4yrs).

My portfolio has also suffered. Portfolio down 22%, where talison was cut by half within 3 months. I was deliberating cutting loss, but did not do so. In a bear market, risky assets will drop a lot.

I took profit in 2 of best co, Visa (after the debit charge ruling) - although I sort of regretted it . And APB at 29 as it shot up v high from 18.
I cut loss in infineon as I believe cyclically the co had its margins at a v high level.(9.8) after which it slide to 6.9 in a matter of 2 months.

I bought CBI when it was dropping from 40 to 30,in a month and then fr 32 to 28,, I entered in albeit a small amount and contra at 31.

From that on , I was about 60% vested and 40% cash. I invested another 10% SCI 3.28 ( learnt my lesson) the last bear market to buy big caps.

And looking to buy further .I also bought M n Cht for my parents 40%