Perhaps sorting out the logic every week will help increase excess returns? I will also try to write and see how long I can last:
Current holdings: Anhui Expressway, Expressway, Mercury Home Textiles, Futu Holdings, Huafa Property, China Unicom (H);
This year’s earnings are as follows: Hong Kong and US stocks are about 35%, and pure A shares are about 5-10%.
From the tracking situation of each position:
1. $ANHUIEXPRESSWAY (00995.HK)$ :
The first qua...