June 2020

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

1. Tencent (700)

2. Meituan (3690)

3. Wuxi Biologics (2269)

4. Country Garden (6098)

5. Sino Biopharma (1177)

6. Longfor (960)

7. Alibaba Health (241)

8. Hengan (1044)

9. Haidilao (6862)

At the end of the month HSI is up 6% where as this portfolio is up 7%. Since the start in December 2019, we are up 32% where as HSI Index is down 5%.