Again we have been asked by certain readers. Our core positions tend to be longer term in nature, more conservative, and larger in terms of positioning. Still, we do not mean that we allocate 20% of our portfolio to Chinese H shares. We may go to 5%, perhaps a bit more, but stepping in slowly.
We currently have our core in defense stocks, Singapore (EWS), Japan small caps (JSC), Nikkei Indexes and various Chinese H Share proxies including FXI.
Please remember to be diversified and not invest more than you could comfortably lose.
Subscribe to:
Post Comments (Atom)
Posts
No comments:
Post a Comment