I reshuffled my portfolio for July 2020 and equally invested the amount in following stocks:
Tencent (700)
Meituan (3690)
Wuxi Biologics (2269)
Techtronic (669)
Anta Sports (2020)
Country Garden (6098)
Xinyi Solar (968)
Sino Biopharma (1177)
Alibaba Health (241)
At the end of the month HSI is down about 2.5% where as this portfolio is up 8.5%. Since the start in December 2019, we are up 43% where as HSI Index is down 7.5%.
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