I reshuffled my portfolio for December 2020 and equally invested the amount in following stocks:
Tencent (700)
Meituan (3690)
Wuxi Biologics (2269)
Xiaomi (1810)
BYD (1211)
Anta Sports (2020)
Geely Auto (175)
Xinyi Solar (968)
Longfor (960)
Alibaba Health (241)
At the end of the month HSI is up about 3.5% where as this portfolio is up about 16%. Since the start in December 2019, we are up 128% where as HSI Index is up just 4%. In one year the performance of the portfolio strategy has been very good.
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