China Growth Stocks

[rru2s]

Risk on/off cycles: I bought fairly close to the top in late 2009/early 2010 - which was my first year branching out from traditional US stocks and mutual funds. Since the world-wide financial meltdown had just ended a few months earlier, looking at trends from trailing 12 month charts was unique and I didn't realize the cyclic aspects. But in late January 2010, after the market's reaction to China's rate increases, I sold a good portion of my positions after a 10-15 percent drop. Didn't venture back into sectors in China outside of oil stocks until this past September, when just about everything started sprouting green. Again around late November I dumped almost everything that wasn't energy once again. In hindsight I should have just gone to cash when everything I owned was up 20 percent to 70 percent, I would be 90K richer at this point.