PORTFOLIO – MORE ALLOCATION INTO SHARES Since my last update (click here), I increased my shares allocation from 70 to 75% of my total investment portfolio and pared down precious metal holdings from 18% to 13%, mainly selling silver to realise some profits. I am a believer of economic recovery from next year and beyond and hence more allocation into stocks. FROM OIL AND GAS TO RENEWABLES I reduced my Energy portfolio as I sold off CNOOC fearing on USA sanction.  CNOOC does have lots of undertakings Internationally and hence they will definitely be more affected by Sinopec. I also took profits off XOM, as fundamentals of the company looks weakened lately. Added Renewables into my portfolio of more than 10% with US listed ETFs Invesco WLDRL Clean Energy and Invesco Solar, and HK listed Chinese firms GCL-Poly Energy, Goldwind and Xinyi Solar. I also categorised China Electric Vehicles manufacturers XPENG and NIO as renewables....