This is third consecutive month of underperformance, even though the underperformance is not so large. It is less than 1%. We are for the time being pursuing the same strategy. The recommendations for this months portfolio are as follows:
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See AllAugust 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...
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 registered a small outperformance which is good. Such small monthly outperformance is perfect for our model as in long term it...
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