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Post# of 94785
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Drexion2004

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Drexion2004

Re: researcher59 post# 85218

Wednesday, 08/17/2011 4:16:56 PM

Wednesday, August 17, 2011 4:16:56 PM

Post# of 94785
Roughly 25% of my invested-portfolio is in the China Space (I'm currently 20% cash-equivalent (What I call agency-paper-REITs right now, lol), so 25% of 80% invested in the China-Space). I am close to net long 5% exposure, although that varies somewhat from week to week. That is a rough estimate since I'm managing multiple accounts and its not easy to aggregate them ;).

-Fernando
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