2010 Investment Review

2010 is a fine year and the return in line with the required return for retirement.

Asset Allocation 5% ( HSI +5%)
Stock Selection 23%
Total Return 28%

Review

star of good pick

(868 信義玻璃 117%

(189 東岳集團 102%

(2618 TCL通訊 + 55%

Strategy directions

spot and follow star stocks

let go the losers sooner rather later.

Room for Improvement

1. Portfolio Rebalance

Strictly follow the set plan for portfolio rebalancing

2. Buy-Sell timing

Base on the Buy-Sell Gap as for the base of trade timing

3. Diversification

- offshore market -> Russia and Taiwan

- fixed income stock