I have added some more shares to my position in Sinolink Holdings (HK:1168). As noted previously, this is simply and investment in a company whose shares are trading at below the asset backing (in fact, below net cash backing) shown in the most recent interim report.
I have paid up to HK$0.69 per share and my average price is now HK$0.636.
And yes, I am kicking myself for not loading up when the shares were around HK$0.60.
Hi, I just stumbled upon your blog and read several months' posts. Your blog is enjoyable and I wish I can be able to retire at a relatively young age like you.
What is your asset allocation strategy (% of holding across different asset class). From you posts I can see that you have many different investments but I don't know how much of each type of investments make up your portfolio.
Thanks for dropping by and for your kind comments.
This is a good question and one to which I don't have a traditional answer to. In fact, I'm not sure if I have a formal asset allocation target.
It's something that I should be thinking about a bit more and I will put up a separate post on this question.
Post a Comment