SGOVAug 3 at 02:15 AM
$CSOP HKKRTECH(03431.HK)
Previously, I posted in the Longbridge community that I used my bank app to position myself in Southern Port Korea Tech to avoid my random trading; looking at it now, this is indeed quite good. It shows that this fund manager has considerable ability in active rebalancing. Today, the KOSPI fell by 5.12%, while the Hang Seng Tech Index rose less than 1%. Theoretically, it should have been significantly dragged down by the Korean index, but adjustments to the Korean proportion and other Hong Kong stock allocations (leveraging HK-US ADRs) resulted in overall performance exceeding expectations.
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