Wednesday, March 21, 2012

Top ten individual equities

As an update, here is a list of the ten largest individual equities in the portfolio. Prices are from this morning (21st March) and the allocation is expressed as a percentage of the combined household balance sheet with most properties maked to most recent on-line mortgagee valuations.
Rank Company Code Allocation
1 CNOOC 883 1.7%
2 Hutchison 13 1.4%
3 Sinopec 883 1.3%
4 China Gas 384 1.3%
5 CCB 939 1.1%
6 CKI 1038 0.8%
7 Westpac NA 0.7%
8 Hua Han 1188 0.7%
9 HKR International 480 0.6%
10 GDI 1102 0.6%

The following also have a weighting of 0.6% but fall just outside the top ten list: Yanzhou Coal (HK:1171), Sino Oil & Gas (HK:702), China Metal Recycling (HK: 773), Fairwood (HK:52) and K Wah (HK:173).

1 comment:

Penny Stock Plays said...

I noticed that some of the chinese stocks are really cheap.