Today I seem to be in a flux about my investments. This follows a zoom call with a new fund management company whose directors defected from XYZ which I have invested in for awhile. Basically the new company's approach is based on growth momentum which is different from the value investing approach of XYZ. Indeed value investing fund managers have not performed as well as index funds during the last couple of years.
Basically what is reeling in my mind are these questions:
-Should I play safe by having a foot each in both value investing funds and growth investing funds?
-Do I carry out a spring cleaning of my DIY portfolio of equity which is largely concentrated on SGX, cutting loss on stagnated stocks?
-Do I cash out on XYZ due to its below par performance at a time when all analysts advice holding on ?
-Do I liquidate some of my fixed income portfolio to catch the opportunity to pick up some cheap stocks during this crisis?
-Should I contemplate investing in real estate using leverage when interest rate environment is conducive?
-Will there be an imminent market crash as currently there seems to be a misalignment between financial markets and economic reality?
-Will there even be a second or third big wave of Covid 19?
-What if a vaccine is developed soon?
Just too many moving parts and uncertainty. Danger or opportunity?
Or should I just relax and not worry too much about growing money?
And focus on health fueling my hypochondria
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