The Grand Plan of My Portfolio
This new series of blog is going to record the my journey of taking part of HKSFA-HKEX Portfolio Management Competition 2017. Through this competition, I would like to practice what I have learned, and perfect my future investment activities. Investment Portfolio Policy Statement Competition : HKSFA-HKEX Portfolio Management Competition Return Target : The portfolio targets to have holding period return 15% or more and higher Sharpe ratio that of Hang Seng Indexes (HSI) The portfolio invests 100% of Hong Kong stocks traded in Hong Kong Exchanges with its core holding in China related H stocks. Core-Holdings “One-belt One-Road” related stocks, such as 1766 CRRC. China Consumer related stocks, such as 2333 Great-Wall motor. China Financial related stocks, such as 3988 Bank of China. Technology Stocks, such as 0700 Tencent, 2018, 0522 Non-core holdings Gold-related stocks, such as 1818 Zhaojin Mining. EFTs such as 3048 DB Brazil. Future/option for hedging. T