Last Year 2009, Special Situation Porfolio was overweight in Commodities-related Stocks( Read our 2009 posting). Our porfolio enjoy extremely high return compare to Global Resource Index and outperform benchmark by 15% because of some holding in Mining Sector.
I'm working on spread sheet to show all readers about my special situation porfolio in future. Low risk, outperform benchmark strategy.
China’s Congress Convenes
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