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Portfolio review

My current portfolio is super green now thanks to the Jan mad rush in the first 3 days. Even my super laggard stock Capitaland is up by 10c. Not to mention Innotek, NOL, China Hongx and Yanlord. Only CapMallsAsia is in red. Ketchup red. Probably this counter is over-valued. Capita Mama is a much better counter to look at. As of now, I think probably it will be good to start to take some profit till CNY, which I think will not have a rally. Lets see if I’m right.

p.s: Wilmar is up 9c. Should I catch this falling knife?

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