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For my previous portfolio review click here
YTD(2021) I have made a total profit of S$74,300.99 from my equity investments(predominantly in HK) with an XIRR of 63.72%(XIRR is annualized). From my 6 years of tracking, I have made a total of S$173,943.65 from this portfolio alone.
Continued improvement in my performance due to a few of my counters appreciating in price quite rapidly. More specifically C-MER EYE(HK:3309) and Frontage(HK:1521).
Portfolio composition(2 index etfs and 28 stocks):
Transactions:
Sold all Emperor E Hotel(HK:0296) for 6.35% profit
Sold a little C-MER EYE(HK:3309) for 91.66% profit
Added more Haidilao(HK:6862) to 3.07% of port
Added more Kingsoft(HK:3888) to 4.62% of port
Added more China Youzan(HK:8083) to 4.69% of port
Commentary:
Emperor E Hotel(HK:0296): Sold all my position in Emperor E Hotel after they announced that they are going to spent 2.083billion hkd to acquire hotel assets...