Investing in Chinese Stocks and My Own Portfolio Performance
This is a website with information on investing in Chinese and Hong Kong stocks. It is also about my own long term performance in doing so.
What I do:
I buy stocks of good Chinese and Hong Kong companies at below their value and sell them when they reach fair value or above. A subscription to my eNewsletter provides the opportunity for investors to follows my portfolio transactions and duplicate my performance
History of My Portfolio
I began trading Chinese stocks on the Hong Kong Stock Exchange (HKex) on 14 Feb 2005.
Since 2005 the Hang Seng Index (HSI) compound annual return has been 4.4%.
My HKex portfolio return has exceeded the HSI return by 7.4%.
HK Stock Portfolio Performance 2005 to 2016
(From Feb 14, 2005 to Dec 31, 2016)
My average compound capital gain since 2005
Average HSI performance since Feb 14, 2005
My performance in excess of the HSI
My average dividend return since 2005
My total average annual return since 2005
The dividend return varies from year to year with the composition of my portfolio but has averaged 3.7%, and that amount has been fairly constant.
You will note that I have emphasized my performance in relation to the Hang Seng Index. I think that is even more important than overall return as a measure of investment success. For more on that see the page on
Measuring Performance in this website.