April 2022 - A muted but good start to the yearBullorBearMay 3, 20221 min readApril 2022 was a muted but a good start to the year. The strategy gave a return of -3.7% as against index falling 4.3%. This is 60bps outperformance in one month. Want to read more?Subscribe to bullorbear.biz to keep reading this exclusive post. Subscribe Now
Not so good August - Hong KongAugust 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 KongWe 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...