My Port Folio Bleeding But Its just the Begining Of..

yap..
My Portfolio is bleeding but its just the beginning of my next investment phase with renewed energy and more concrete strategy.
I consider this as cost for learning or expenses of doing bussines ( Turtle Way ).
No predictions or hopes either.
Ena vidihakata moona denawa.
But Ill make sure lessons are learnt and accept that Mr.Market is always right and I'll never ever go against  or try to beat the market.
And i think this is an excellent opportunity to define our strategies and stick in to it. Market is not bad as it suggested by share prices of the counters.
Only thing is we should have guts to treat unrealised losses as sunk costs and to think that we bought  our shares at todays prices and to hinge upon our buy /sell / hold decisions to todays prices and expected prices in the future.
Would like to know about others experience and insight about the same.

My PF too started bleeding..

If you are afraid of Blood and if you faint by seeing that the best remedy is not to look at the wound.



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Even if you are a Lion there are times you have to survive eating caterpillars.

Mine is in RED too.
But I have no intention of cutting loose and getting out right now.
Most likely I will average some of my favourites shares.

I like your bold statement. I too in the same camp but no worries as it was owing to my own decisions and no one to be blamed.

yellow knife wrote:My PF too started bleeding..

If you are afraid of Blood and if you faint by seeing that the best remedy is not to look at the wound.



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Even if you are a Lion there are times you have to survive eating caterpillars.

Thanks YK.
"Hakuna Matata". Matter of changing One letter

කිත්සිරි ද සිල්වා wrote:Mine is in RED too.
But I have no intention of cutting loose and getting out right now.
Most likely I will average some of my favourites shares.

Normally in Rajgama there is Good vibes no matter what.

It seems only the die hard remains...At least three of us Kith, ET and myself in the same boat.   Serene seems to be representing young-blood.

Ethical Trader wrote:I like your bold statement. I too in the same camp but no worries as it was owing to my own decisions and no one to be blamed.

Yap. Very true.
Me too learned that lesson with some cost but no worries at all.

yellow knife wrote:It seems only the die hard remains...At least three of us Kith, ET and myself in the same boat.   Serene seems to be representing young-blood.

I think there would be plenty.
They say " birds of a feather flock together ".
We can rise again. To me this might be the perfect opportunity.

Agreed Serene..

I tried to show the both side... When market is going down continuously either we must collect more or sell and vanish.

I too have experienced this kind of drops and my strategy was to buy more

My issues identical to Central Banks.

Backstage wrote:My issues identical to Central Banks.

Hammata Please elaborate Backs.
Arjun Mahendran Might answer you.

My eternal debt also peaks in 2018/19 and tapers down in 2024. Black swans are sweeping down and scuttling plan B and C. The reserves are still there but under threat. The issue is to survive till 2024 without eroding reserves.
By the way you are invited to my party in December 2024.

Backstage wrote:My issues identical to Central Banks.

Lets do a forensic audit

yellow knife wrote:

Backstage wrote:My issues identical to Central Banks.

Lets do a forensic audit

If you are afraid of Blood and if you faint by seeing that the best remedy is not to look at the wound.

Backstage wrote:My eternal debt also peaks in 2018/19 and tapers down in 2024. Black swans are sweeping down and scuttling plan B and C. The reserves are still there but under threat. The issue is to survive till 2024 without eroding reserves.
By the way you are invited to my party in December 2024.

Backs Maybe we should take a leaf out of Central Bank governors Book and start partying in early ,before any other commitments fallen due.

Sri Lanka to enter global value chains with Indian, Chinese linkages: CB Governor
May 06, 2019

ECONOMYNEXT - Sri Lanka will have better prospects to enter global value chains with closer links with India and China, Central Bank Governor Indrajit Coomaraswamy said.

Global value chains are supply chains for a product from conception and design, to marketing and distribution to a customer being distributed geographically across the globe.

"We feel with China's involvement with the Hambantota Port and the industrial zone that is developing around it, we have prospects of breaking into supply chains through that development," he said.

He was speaking via videoconferencing at a forum organized by the London-based think tank, the Overseas Development Institute.

Coomaraswamy said the industrial zone may attract Chinese investment and help Sri Lanka link to global value chains, in a similar manner to South East Asian countries which benefitted with such Chinese investments.

"In addition, what is happening in India could bring about propitious circumstances in replicating what happened in East and South East Asia when first Japan, and then China rose."

"In the past Indian industry has been sluggish and mainly inward looking."

"Now, the Making India strategy one the one hand, the GST which was sold as one tax, one market, one nation, has made it easier for countries in the region to be able to trade with India."

"Most of all, even though there's proximity between Sri Lanka and India, in the past, distance was created due to lack of infrastructure."

Coomaraswamy said with infrastructure being developed in both countries now, Sri Lanka's opportunities to tap into global value chains through India would grow, especially with the Making India strategy.

He said the largest part of trade in Asia has been through global value chains for some time, but Sri Lanka has not been able to tap into this.

"There are many reasons, the main one being the anti-export bias we have tended to have in our overall policy matrix, and the exchange rate, high effective protection with para-tariffs have meant that we have not been able to break into this game."

"These are being addressed with the exchange rate being managed flexibly and para-tariffs are being gradually eliminated," Coomaraswamy said. (Colombo/May02/2019)

If the MPS is undervalued buy more. It will definitely payback

I plan to invest in a property and put it up on Air B&B soon for backpackers.
No matter what, they come in good and bad times too.

කිත්සිරි ද සිල්වා wrote:I plan to invest in a property and put it up on Air B&B soon for backpackers.
No matter what, they come in good and bad times too.

අනුන්ගේ ආයතනයක කොටස් මිළදීගෙන ලාබ ගන්න බලන් ඉන්නවාට වඩා තමන්ගේම ව්‍යපාරයක් පටන්ගන්න එක නම් ඉතාමත් සුදුසුයි.

Beware of Bag-packers...

Anyway what a lovely bunch of investors here. What ever happens they just keep smiling and do not blame anyone else.

This is the type of investors who will remain in the market during dark eras. They take risk smilingly and the risk they take is a calculated one. No one is trying to mortgage house and buy shares. What ever money you can forget you use it to buy shares.

The traders are different. They flock and argue only in Good times. Then they use all the credit facilities to buy jacked up shares.

We need both. Traders are the people who pay for the buyers in bad times. Traders pay lavishly to those who buy now.

The most attractive share you buy today will be available at a lesser price tomorrow. That's how the market works during bad times. Yet buy.
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Now the Hakuna Matatas who studied frog in boiling water can read about Chinese Bamboo..

True YK.
The phases like this revealed our weaknesses, but its time to find our strengths as well.
Discussion of this sort itself speaks volumes our members ability to absorbs socks and going forward without lamenting on things which are beyond our control.
So it's time to rectify our shelves and resort to a Strategy which one should comfortable with.
The people who find fault with system instead they themselves will be ceased to exist sooner or later.

කිත්සිරි ද සිල්වා wrote:I plan to invest in a property and put it up on Air B&B soon for backpackers.
No matter what, they come in good and bad times too.

Hey Kit, I have a property for sale. Its a gem of a land. It has security, hospital , banks free state Ayurveda clinic and a panoramic view. Ideal bag packer country. Added bonus of 15000 young girls in the immediate vicinity. No kidding uncle Kith.

PM me details, please.
(15,000 it too much, just 72 virgins are enough)

Backstage wrote:

කිත්සිරි ද සිල්වා wrote:I plan to invest in a property and put it up on Air B&B soon for backpackers.
No matter what, they come in good and bad times too.

Hey Kit, I have a property for sale. Its a gem of a land. It has security, hospital , banks free state Ayurveda clinic and a panoramic view. Ideal bag packer country. Added bonus of 15000 young girls in the immediate vicinity. No kidding uncle Kith.  

කිත්සිරි ද සිල්වා wrote:PM me details, please.
(15,000 it too much, just 72 virgins are enough)

Backstage wrote:

කිත්සිරි ද සිල්වා wrote:I plan to invest in a property and put it up on Air B&B soon for backpackers.
No matter what, they come in good and bad times too.

Hey Kit, I have a property for sale. Its a gem of a land. It has security, hospital , banks free state Ayurveda clinic and a panoramic view. Ideal bag packer country. Added bonus of 15000 young girls in the immediate vicinity. No kidding uncle Kith.  

Who said virgins ? According to a recent survey this 15000 are a part of the more sexually active younger generation. Will PM you.