This afternoon I sold my shares in Shenzhen Express (HK:548) and invested most of the proceeds in some additional shares in Anhui Express (HK:995) which has been a better performing company. This was largely an exercise in reducing the number of companies I need to monitor. Shenzhen Express was one of my "too small" investments that I should have sold some time ago.
I sold the shares in Shenzhen Express at HKD2.92 (for a net loss of 15%) and paid HKD4.20 for the shares in Anhui Express.
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