Static portfolio's don't work.
Especially in China U.S.-listed stocks it is important to take profits and trade the hell out of them. This year was a very volatile year. A year of frauds, short selling, and other negative factors that influenced the China space a lot. Despite low valuations of the companies that are part of the China Investor Portfolio we could not maintain the nice profits the portfolio had one month ago.
A year to forget.
The best calls I made with the articles How to play the mexican mining boom and China Agri Business (chbu) much better than expected
For me personally miners and trading in some selected US-listed China stocks paid off.
Saturday, January 1, 2011
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