top of page

April 2021

BullorBear

I reshuffled my portfolio for April 2021 and equally invested the amount in following stocks:

  1. Tencent (700)

  2. Meituan (3690)

  3. HK Exchange (388)

  4. Wuxi Biologics (2269)

  5. Techtronic (669)

  6. Sunny Opticals (2382)

  7. Sun Hung Kai (16)

  8. Shenzhou (2313)

  9. Galaxy International (27)

  10. Country Garden (6098)

  11. Wharf Real Estate (1997)

At the end of the month HSI is down about 2% where as this portfolio is flat. Since the start in December 2019, we are up 115% where as HSI Index is up just about 7%.

0 views0 comments

Recent Posts

See All

Not so good August - Hong Kong

August was not a very good month as the portfolio was down -6.6% as against HSI being down by 3.5%. Major reason was BYD, Power Assets...

August 2022 Momentum Portfolio - Hong Kong

We took a break in July to see if we rebalance our portfolio in two months what can be the difference in performance. Under normal...

May 2022- Outperformance continues..

May 2022 registered a small outperformance which is good. Such small monthly outperformance is perfect for our model as in long term it...

Commentaires


bottom of page