Let’s get to the first month of portfolio updates in the New Year and there are no big changes other than mostly accumulation of the existing. Barely three weeks into the New Year, the market has sent many investors scrambling for safety as it wrecked open the realities of many companies in the first three weeks of the year. Interestingly though, the majority of my positions which are in HK and Chinese stocks were spared by this rampage of selling off and valuation re-setting in the market in particular for US shares. If there are any questions as to why most of my positions were in Chinese and HK stocks in 2021 relative to any US companies, I think what happened in the market in the past few weeks provides a clue on its own. Many of the US companies suffered heavy sell-off but they will be getting into a good buy zone and soon enough...