I have now 21 companies in our portfolio. The distribution of funds is as follows:
Sector: Portion of funds: (Target)
Cash 2.5 % (0%)
Gold 13.1 % (10%)
Green Energy Technology & Generation 15.8 % (15%)
Health Care 15.7 % (15%)
Information Technology 10.8 % (15%)
Mining & Exploration 11.5 % (15%)
Oil & Gas Production 12.8 % (15%)
Telecommunications 17.7 % (15%)
Chinese companies China Mobile and BYD have been going down since the purchases. Also Cisco is down 10%. Despite of this, I continue to believe in these companies. In general, I am waiting for the dividends to roll in.
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