Hi, I really need your help. I have almost 20% invested in China in my growth portfolio.

However, this only includes the 4 shares: $BABA (-2.95%)
$1211 (-0.27%)
$BIDU (-0.3%)
$TCEHY (+2.44%)

The 20% is also a bit much for me, due to the risk that can already be mentioned, but I already see and believe in the excess return in the Chinese market. The overweight is also due to the recent strong rise in the market, which means that all 4 positions are up by around 30%.

I would like to hear your assessment as a Getquin community and what you think about the China share. A complete sale of China is currently out of the question for me, so the absolute China opponents can save their comments.

Also, which of the 4 shares should I sell? Tencent or BYD with a strong plus? Or Baidu, because it is the riskiest, or Alibaba, because it has the worst sales growth?

Thanks in advance