August 2022 Momentum Portfolio - Hong Kong
- BullorBear
- Aug 1, 2022
- 1 min read
We took a break in July to see if we rebalance our portfolio in two months what can be the difference in performance. Under normal re-balancing index return would have been -5.4% as against portfolio return of -6.7%. Whereas, with no rebalancing the portfolio return was -6.3%, slightly better. So rebalancing may actually not be good every time. anyways, following are the recommendations for the month of August 2022: