HK portfolio

Portfolio update #18

Managing Risks vs Rewards in an escalating trade war

Apr 9 •

HK 第37部分; Shake it up

HK portfolio shake-up, with 4 exits and 2 new entries *** New holding introduction, with c9% dividend yield *** Preview on a stock analysis on potential…

Mar 19 •

News & Insights #42

A HK (sub-)portfolio swap *** Results season *** Last week's One-Day Stock doubled in 1 day *** Several new HK high-dividend stocks and/or Dollars…

Mar 15 •

News & Insights #41

M&A confirms the absurd-cheap valuations of Hong Kong stocks *** Update on boring European hsd % divi yield stock *** Tiny 1x P/E HK stock poised to fly…

Mar 7 •

HK 第35部分; One-Day Stocks #4

A recap of the Hong Kong stocks journey thusfar... an overview of One-Day Stocks... some new names... and a HK stock exit

Feb 17 •

News & Insights #38

Update on Research Solutions *** Update on Kazakhstan *** New Hong Kong bull market? *** Updated Hong Kong (sub-)portfolio *** And more

Feb 14 •

Dragons and Snakes

The year of the Dragon lived up to the prediction of 'good financial luck'. The portfolio delivered strong results, led by triple digit performance from…

Jan 1 •

News & Insights #24

China from "Un-investable" to "Buy EVERYTHING" *** Four portfolio additions *** A roll-up story for 6x earnings *** Kazakhstan fights back against…

Sep 27, 2024 •

HK 第23部分; Bingo cards

As a stock investor you really do experience everything.

Aug 18, 2024 •

News & Insights #17

Stampedes *** early days for a promising razor - razorblade business *** HK staples de-rating *** and more

Aug 4, 2024 •

HK 第5部分; 7%+ dividend yield portfolio

On January 12th, 2024, I started writing about absurdly cheap Hong Kong stocks. Today, I reveal my initial HK portfolio, generating a 7%+ dividend…

Feb 8, 2024 •

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