March 2023 Returns: 0.05% Year to Date Returns: 4.68% Since Inception (9 Sept 2020) Returns: 48.88% As i will be busy on the next few days, i have decided to skip ahead 1 day and report the results. China Sunsine - From the tone of the results briefing, it seems like Q1 would likely be not as good. The china automobile trend in the first 2 months of 2023 looked bad as well with a close to 20% fall compared to 2022. Considering that the industry is cyclical and the company has been expanding production levels, there is a time to think that the company might be overvalued but its definitely not now. Centurion - Overall a solid result, with news that rentals are up and dorms are operating at full capacity. Only concern is the finance expense that has ate up profits in 2H 2022....