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My Yearly P/L review

My Yearly P/L review
1. What is your fund investment strategy for 2023? Which funds did you invest in?
My Yearly P/L review


2. How did your fund investments perform? Were there any surprises or disappointments?
It is decent and not surprising as the interest rate is high, so I keep my bullet in money market fund.
3. What is your outlook on fund investment for 2024? Will you be making any changes to your portfolio?
I will keep DCA into tech shares as those are the future. I will start position to invest into bond market (through fund or etf) as those are likely the beneficiaries when the interest is cut. I will likely go to REITS after pausing for more than a year.
However, I might cut my position into banks as the profit is already quite high. And there is risk the share will drop when interest is cut.
4. Which funds do you have high expectations for in the upcoming year and why?
Bond Fund, likely European or Asian bond.
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