I invested a lump sum amount during market highs in below small cases during Jan 2018.
- Magic Formula
- Bargain buys
I did not invest in small cases after the lump sum investment but have been rebalancing the portfolio until now. I currently have a loss of 36%. I am nervous about investing in SIP, to even it out, fearing if I’d lose more.
I would like to get some suggestion on the how to proceed now. The goal is to recover from loss(36% to 10%) and get out of smallcase. Will be very glad if I can get back the full amount, but I can live with a 10% loss.
- Continue rebalancing hoping for a bull run for the stocks in my small cases and exit when losses are minimized to 10%.
- Exit now so that I can save the remaining 74%.
Based on your knowledge, what would you suggest? or is there any other strategy that might help achieve my goal.
Any inputs are greatly appreciated!
P.S. I learned my lesson that lumpsum investment is unwise. I understand that the performance of the small case in the future is VERY subjective to how the market performs. I am just looking for suggestions based on your knowledge/experience.