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Re: swampdonkey post# 9877

Wednesday, 01/12/2011 10:26:55 AM

Wednesday, January 12, 2011 10:26:55 AM

Post# of 34471
Agreed. I generally stay with a concentrated portfolio due to time constraints and belief in not deworsifying my portfolio. I'm about 28% into ccme not including option plays. This is my only China play that I've held for the long term, invested since the spac days and drex's mention of the stock. There is enough risk/ return in a play like ccme for me.

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