paperplane5

paperplane5 | Joined since 2015-09-06

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2015-09-07 18:01 | Report Abuse

I have high respect on KC also. He is good in theory.
But looking from facts, YTD his result is not showing. Tht's what I can comment. In order to make it big, I think otb way more realistic. Not too diverse, yet with some risk taking. Risk taking with some known facts of course from what I notice.

Example, last yr notice MYR weakening, expect exporting to come strong, so go into mostly export stocks. This is strategy where I did not notice from KC way of investing. He purely go for good sound fundamental stocks.