I will be doing a slightly early version of the portfolio review for the entire of 2021 since today is a public holiday and I’ve got to go back to the office starting tomorrow to catch up on some end year work. There is still a few days left this week to the end of the week but I am likely to take no further positions other than a few options I have left outstanding which will expire by the end of this week. Portfolio Review and Thoughts I started the year with about 23% of HK/China weightage holdings and ended the year with about 97% of my entire portfolio in either HK/China stocks. If you include the leverage portion, it’s probably closer to 130%. This is a year where the China regulatory impact takes headline and impacted over many Chinese stocks. I was originally not too interested in many of these stocks as their valuations were not attractive but after some beatings, I...