Number of Chinese Billionaires Skyrockets

Article : http://blogs.wsj.com/chinarealtime/2013/10/11/number-of-chinese-billionaires-skyrockets/

Comments from Special Situation Blogger:
1) We're focus in China , expect good return in China Stock Market in coming years.
2) Continuously CONFIDENCE on China Renminbi Currency.
3) Agree with China Peaceful Policy.

Special Situation Fund (12 March 2010)

Note : Please double click on picture to zoom in.

Global Investment Strategy in 2010

Jan's Review :-

Our Special Situation Porfolio is changing investment style in 2010. We're slightly conservative, less aggressive due to overoptismism from traders. We're selling stocks slowly based on valuation. Those stock selling at higher P/E, we will consider to sell within 6 months.

"Holding cash  for tomorrow's opportunities" - Eclectic Investor


Risk: Double Dip recession risk is possible. Our special Situtation porfolio DUNNO how to time market, but we're looking for cheap stocks if double dip recession happen within 1 year time.

New Strategy : Securities Lending is added in our porfolio to increase fixed income.

Special Situation Porfolio Performance

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.


Thanks!