February 2020

I reshuffled my portfolio for February 2020 and equally invested the amount in following stocks:

1. Meituan (3690)

2. Wuxi Biologics (2269)

3. Techtronic (669)

4. Sunny Optical (2382)

5. Country Garden (6098)

6. Xinyi Solar (968)

7. Longfor (960)

8. Alibaba Health (241)

9. AAC Tech (2018)

At the end of the month HSI was flat where as this portfolio gave a return of 9.5%. Wuxi Biologics, Country garden and Alibaba Health did very well. Hence over three months, we had already made 10% returns where as Index was flat. So say, you had invested HKD100,000; you should have made about HKD10,000 in profit excluding the trading costs.