May 2020

I reshuffled my portfolio for May 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 was flat where as this portfolio was up 12%. 50% jump in Meituan helped us. It is such a timely entry in the stock after exiting it last month. Since the start in December 2019, we are up 23% where as HSI Index is down 11%.