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Monday, September 26, 2011

Market down -- capital allocation

Market down, my gain since last financial crisis (2008) gone almost. So far, I have experienced one bull/bear cycle. Good learning cycle!

That remind me to act more with discipline, rather than guess. When market is at historical low level, go in! When market climbs up, relocate capital gradually. I need to find out the right percentage of course.

Now, although I lose a lot, but not afraid, because it's time to consider to go in, rather than escape. So far, the greatest concern is Euro debt, market won't stabilize until a clear and creditable is out.

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