Ever had an investment plan go better than expected, but almost too quickly?
Earlier in April, I put my plan into action, deploying my CPF-OA funds into the Amundi Index MSCI World Fund. Due to the transaction timeline, my actual purchase price came just after a significant US market rebound, sparked by the news of a 90-day pause on tariffs.
Thankfully, it was still a solid 13% below its previous all-time high of S$194.17. Fast forward to today, with markets roaring back over the past few months, that fund has almost clawed its way back to that previous ATH!
I’d been toying with the idea of taking profits for some time, wrestling with the ‘what ifs’ and ‘should haves.’ Here’s a conversation that I had with myself before making the decision.
After much internal deliberation and weighing the pros and cons laid out above, I finally decided to pull the trigger on Monday.
In essence, the quick return wasn’t expected, and given that the current environment of heightened uncertainties (possible negative impact of tariffs and geopolitical tensions), taking profits from an opportunistic play isn’t a bad idea.
Going forward, if markets fall again, I can repeat this play. On the other hand, if markets continue to follow historical trend and end up higher, my long-term core holdings should benefit.
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