New Year stock portfolio strategy

Sham Cheuk Wai
1 min readJan 4, 2022

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Hong Kong market:

CSPC Pharma
Swire Properties
Dahsing Banking
GF Sec

Bank of China
EB Environment

China Soft Int’l
CIMC ENRIC

China market:

Will Semicond
Huayou Cobalt
Midea Group
Goertek
Dahua Tech

1a) Only sell those when price is good enough.
b) Or only sell when the future of a company turns bleak dramatically.
c) Or sell when favourable sign turns up for another stock in the group.
2. New incoming cashflow will be directed to a savings account or a stable stock with high dividend, Bank of China the target currently.
3. Realizing the true ‘meal provider’, more time will be spent on completing the task my full time job boss has delegated.
4. Still a relatively ‘fresh’ player of Chinese market, more patience needed before making any decisions regarding my bet, with the high volatility history in mind.
5. Probably remain an outsider of US market, so that I can sleep soundly here in Hong Kong. Also, I can be clear-headed for full-time job and market analysis in the daytime.

In this ‘stormy’ era, let’s cheer up with a song performed by Diana Ross.

‘If we hold on together, I know our dreams will never die…’

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Sham Cheuk Wai
Sham Cheuk Wai

Written by Sham Cheuk Wai

青山依舊在, 幾度夕陽紅。

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