My Portfolio Mac25

Summary For March 2025

 

Portfolio @ End of Mac25

Stock market continues to be lackluster in the month of March in which KLCI fell heavily at 3.9%.

My portfolio suffered small loss of 0.3% in the month, bringing the YTD loss to 8.9%.

I guess almost every investor who holds stocks will make paper loss at this stage of the year.

Sentiment was really bad in early to mid March, so I took the opportunity to top up some shares.

However, it's still too early to tell whether my decision is right or wrong.

Who Will Win The Trade War?

On 4th of March 2025, US has imposed 25% tariffs on import from Canada & Mexico, and at the same time increased tariffs on China import to 20% from 10% just imposed a month ago.

The stock market reacted negatively as there are lots of uncertainty.

Trump stressed that the tariffs will revive US manufacturing sector and create more jobs, and will not increase the cost of living of its citizens. Is it true?

Anyway, it's almost certain that those countries being imposed the tariffs will suffer, and they will retaliate with tariffs against the US.

In the end, who will win? Or may be there will be no winner?