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Re: Talk About Stock Holdings?
got 25% of portfolio in Google alone.
another 45% in various ETFs. S&P 500 + MSCI World
the rest made up of various single stocks, including non developed markets.
I do not hold any China / HK stocks, except a UK one listed in HK.
No confidence in China at all since the beginning. The only way to make money from China is to get in early and those days are long gone.
Now conserving cash and wait for the right time to enter again.
About 80% stocks / 20% Cash now
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