January 2020

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

1. Meituan (3690)

2. Wuxi Biologics (2269)

3. Sunny Optical (2382)

4. Country Garden (6098)

5. CSPC Pharma (1093)

6. Longfor (960)

7. WH group (288)

8. Alibaba Health (241)

9. AAC Tech (2018)

At the end of the month HSI had given a return of -7.7% where as this portfolio gave a return of -4.3%. Despite sharp declines in AAC Tech and CSPC, we still did better than the index. Hence over two months, we were almost flat.