14-09-2021, 06:18 AM
(04-08-2021, 12:57 PM)sgbuffett Wrote: Continued from the old sgtalk forum.
The portfolio largely consist of China Tech stocks went through a tumultuous plunge and is the most volatile set of stocks I have purchased The allocation is such that I will be able to manage the volatility given I own other stocks outside of these that do not have the same "excitement".
The portforlio is now about 1 yr. Some stocks have tripled some have lost 50%.
1. Sino Biopharma@10.25 13 Jul 2020 (price adjusted for stock bonus)
2. CSPC@16.32 14 Jul 2020->$10.2 (adjust for bonus ex on 16 Oct 2020)
3.Beigene@151.8. 21 Jul 2020
4.Xiaomi@16.80 21 Jul 2020
5. Archosaur Games @21.30 24 Jul 2020.
6. JD.com @274.20 19 Aug 2020
7. Li Ning @33.45 3 Sep 2020
8. NetEase@145.8 15 Sep 2020
9.BYD Company@107.50 17 Sep 2020
10. Techtronics@99.40 21 Sep 2020.
11. BYD Company@118.90 7 Oct 2020 (ADDED}
12 Xiaomi@22.35 20 Oct 2020 (ADDED)
13 BYD@145.3 22 Oct 2020 (ADDED)
14. BYD@148.6 28 Oct 2020 (ADDED)
15. BYD@$170.1 2 Nov 2020 (ADDED)
16. Xiaomi@25.00 6 Nov 2020(ADDED)
17. Li Ning @41.45 11 Nov 2020 (ADDED)
18. JD.com @305.6 11 Nov 2020(ADDED)
19. BYD@190.70 23 Nov 2020 (ADDED}
20. Xiaomi@25.85 25 Nov 2020(ADDED)
21 BYD@185.6 27 Nov 2020(ADDED)
22 Xiaomi@30.00 21 Dec 2020 (ADDED)
23 Xiaomi@34.10 4 Jan 2021(ADDED}
24. BYD@230.00 5 Jan 2021(ADDED)
25. Xiaomi@31.9 6 Jan 2021 (ADDED)
26 BYD@263.60 11 Jan 2021 (ADDED)
27. Xiaomi@29.40 15 Jan 2021 (ADDED)
28.. JD.com@387.2 25 Jan 2021 (ADDED)
29. BYD@272.20 25 Jan 2021(ADDED)
30. Netease@178.00 28 Jan 2021(ADDED)
31. Netease@205.00 10 Feb 2021(ADDED)
32. BYD sold 60%@ 176 March 2021 (SOLD)
33. Netease@152 8 30 Jul 2021(ADDED)
34. Baidu@159 2 30 Jul 2021(ADDED)
35 Alibaba@156.1 30 Aug 2021(ADDED)
You bought quite alot of Xiaomi.. Any thought where is company is heading?