
Miniso StockPro
Total Assets$CNOOC(00883.HK)$Petroleo Brasileiro SA(PBR.US)
Reduced positions in CNOOC and Petrobras on 11.12, added back positions this week
Due to portfolio adjustment needs, cleared positions in Tesla and Hang Seng Consumer, significantly reduced positions in HSBC
Very bullish on Tesla, but to maintain crypto asset positions in US stocks, had to reduce some for balance
Hang Seng Consumer currently can't hold up as well as Hang Seng Dividend - more volatile and riskier
If Hang Seng Index continues to fall, sentiment will be bad
Very bullish on HSBC, but to raise funds, had to reduce positions since it had recent floating profits - less painful to cut 😑
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