July 2021

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

1. Wuxi Biologics (2269)

2. Xiaomi (1810)

3. BYD (1211)

4. Techtronic (669)

5. Anta Sports (2020)

6. Sunny Opticals (2382)

7. Shenzhou (2313)

8. China Mengniu (2319)

9. Country Garden (6098)

10. CSPC Pharma (1093)

11. Petrochina (857)

At the end of the month HSI is down about 7% where as this portfolio is down about 5%. Since the start in December 2019, we are up 109% where as HSI Index is almost flat. Almost 18months later and market returns has been nil as against portfolio strategy doubling the money.