February 2021

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

1. Meituan (3690)

2. HK Exchange (388)

3. Wuxi Biologics (2269)

4. Xiaomi (1810)

5. BYD (1211)

6. Anta Sports (2020)

7. Sunny Opticals (2382)

8. Geely Auto (175)

9. China Mengniu (2319)

10. Xinyi Solar (968)

11. Alibaba Health (241)

At the end of the month HSI is up about 2% where as this portfolio is down about 5.5%. This is the first time since inception that the portfolio has given negative return when HSI index has given positive return. Still, since the start in December 2019, we are up 132% where as HSI Index is up just about 11%.