Feb 8, 2014

Cory Diary : Part 2 on Base Lining

I just read a thread and decided to think aloud.

Here's the background.

Someone bought Sabana and now sitting at a loss. Advisor came and said this.
If you have buy at a low last year around 90. Is ok to hold on. However those who buy at high, meaning lately, chance of return is remote.

Saying it another way.

Since you have capital gain when you enter at 90, is ok to lose those gains. Those who got recently be prepared for further loss if continue to hold.

Hello ? Hello !!

To hold or not should not have dependency on price entered at different times.
This is why I need to base line my portfolio to avoid falling into the feel "rich" gap.

8th Feb 2014


  1. When one has capital gain, it is okay to lose those gains because there is enough margin of safety?

    Your base lining approach is a solid case of booking the profit and hence making it your "fresh" funds in the new calendar year. l hope l am able to use this approach in the near future to reset and base lining my investment portfolio(s).

  2. Glad you like the idea. I have been doing this for more than 10 years. Through excel, the effort is fun as you can see the results across the years.