Tom (@tom_finance) su getquin

1Anno·

Further portfolio reorganization regarding my strategy. I decided last Friday to sell my China ETF, you should know by now that I prefer single stocks, and instead will probably add 2 Chinese single stocks to the portfolio next week.

- Li Ning or Anta Sports --> both in the sports-textile business

- NetEase --> technology company

16.06

Xtrackers CSI300 Swap ETF

Venduto a 13,25 €

3 Commenti

Mister_ultra@Mister_ultra

1Anno

Personally, I also prefer individual shares to ETFs. For me, the exception is China, where I find a lot of things extremely non-transparent. In addition, the government can simply "kill" shares on a whim. Alibaba with the Ant Group, Tal Education or Didi just to name a few examples. That's why I prefer to stick with ETFs in China.

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Felix@Investor_in_Jogginghose

1Anno

If you call yourself a quality investor why do you follow quantitative approaches? It looks like you want to cover China for diversification reasons but maybe other stocks are much more worth buying right now.

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