China Growth Stocks

[Drexion2004]

I'd love to talk about any of my numerous other positions, but none of them put out anything new today for investors to talk about...Hehe...

I suppose the traders here could talk about entry points, etc, of what they are buying... I think why we aren't seeing that is that the space is experiencing weakness and the more "trader" type people here are not really buying yet.

Personally i've been nibbling stuff in the space as prices move. Moving positions around, optimizing the portfolio, doing end-of-year adjustments, etc. 95% invested at the moment (5% cash, no margin at the moment). I feel i'm going against the trend right now for sure with so many people here having lots of cash on the sidelines. In fact, my non-China portfolio has been doing very well lately and I am shifting funds into my China Portfolio as a way to "rebalance" the percentage split I like to keep.

FXI just touched the 200day MA today, hopefully it bounces off that so I don't regret my buying decisions (laugh).

-Fernando