Shaun Rein of the China Market Research Group submits: If you might recall, I recently
wrote in Seeking Alpha that I only own a few stocks traded in the US. Ctrip (CTRP), China Mobile
(CHL) and Focus Media (FMCN) made up my holdings because I am not a
big believer in over diversification. I believe in finding a couple
of good companies and holding or selling as needed but not stressing
out with ups and downs.
Well, my portfolio has changed since I
last wrote. I sold out my last shares of Ctrip last week, around
when it hit its 52-week high, and have my remaining stock holdings in
Focus and China Mobile. Rather than buy other stocks, I have kept
my remaining holdings in Australian dollars, though I think the Greenback
might bounce back a little in the coming weeks. Complete Story » ...
Anytime
Shaun Rein of the China Market Research Group submits: If you might recall, I recently
wrote in Seeking Alpha that I only own a few stocks traded in the US. Ctrip (CTRP), China Mobile
(CHL) and Focus Media (FMCN) made up my holdings because I am not a
big believer in over diversification. I believe in finding a couple
of good companies and holding or selling as needed but not stressing
out with ups and downs.
Well, my portfolio has changed since I
last wrote. I sold out my last shares of Ctrip last week, around
when it hit its 52-week high, and have my remaining stock holdings in
Focus and China Mobile. Rather than buy other stocks, I have kept
my remaining holdings in Australian dollars, though I think the Greenback
might bounce back a little in the coming weeks. Complete Story » ...