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Re: cl001 post# 131352

Friday, 02/04/2011 11:24:33 AM

Friday, February 04, 2011 11:24:33 AM

Post# of 174977
I wouldn't exactly call deeply 2-3% of my total portfolio. So I really didn't get that hurt on china stocks. Plus the last couple of china trades especially on WKBT.OB I actually made alot more then I lost on NIV. So as a copnservative investor, I always limited myself to no more then 10% of my portfolio, and most of the times it was under 5% my exposire so I didn't get hurt from them. But sometimes you just need to realize when the game has changed these short attacks have changed the rules of the game, it is simply a new risk, that I do not k now how to quantify, so I did the smart thing and cut my losses and moved on. All is just my opinion, and I could always be wrong though.

---All above is just my humble opinion.
And I could always be wrong.
And as always do your own DD.---
http://www.investorshub.com/boards/board.asp?board_id=5316

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