Final 2007 Portfolio Update

As the year closes in a week time, this post will provide a final update to my portfolio. My current holdings are:

China Precision
Fujian Plastic
Two HK stocks

Transactions made since last update:

Sold: Hengxin
Partial Sold: China Precision, Hongwei, one of the HK stocks
Added: Valutronics
Newly added: Cacola

The selling was done partially to fund the purchases and partially to reduce positions that are subjectively less desirable compared to other holdings.

Overall, my year-to-date returns (based on unit value method) is similar to year-to-date Sesdaq returns.


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