Trending Creators in 2025$XIAOMI-W(01810.HK)$SMIC(00981.HK)$Unitedhealth(UNH.US)Some adjustments:
Maintain positions in Xiaomi, Meituan, and Alibaba, with additional allocation to the Hang Seng Tech Index
Bullish on SMIC and Tencent, but uncertain about fair price, so allocating via index for now
About to passively buy back UnitedHealth, 330 strike, which will require substantial funding in the US stock account 🙃🙃🙃
Closed positions in down jackets and real estate - still bullish but out of cash...
Sold some government bonds to protect currency-stock leverage
live more, survive first!
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