Financelot

Follow me on my investment journey! On the look out for down and out assets at cheap valuations. I call it Uninvestable Investing. Not financial advice!

[Financelot @Financelot33]

Portfolio Snapshot

Capital Returns
2022: +2.4%
2023: +3.7%
2024: +36%
2025: +18%
Total: +46%

Top 10 Holdings
Ping An: 9.3%
Tencent: 9.3%
CFA REIT ETF: 7.9%
Alibaba: 7.3%
ICBC: 5.8%
BOC: 5.7%
Meituan: 4.8%
Midea: 4.0%
China Mobile: 3.9%

Income Received
2022: $12
2023: $11k
2024: $38k
2025: $73k
Total: $121k

[Financelot @Financelot33]

Added more $MSFT at 350 support.

If break, a measured move to 215-220 is on the cards.

[Financelot @Financelot33]

China tech and consumer names are getting hammered on a daily basis.

All these are market leaders in their own sectors, with globally recognisable brands and presence.

Decent growth, margins and capital efficiency even in such weak macro environments.

Yet they are trading at <15x PE. How long will this mispricing last?

[Financelot @Financelot33]

Added some Fuyao https://t.co/zjWkEXCruf and Yili https://t.co/lHqvGHgcql to my dividend portfolio.

Wanted some expsoure to China industrials and staples so landed on these 2.

Both are heavy weights in their industry and are in some sort of wave2 correction.

[Financelot @Financelot33]

$HSI testing 0.618fib for a possible minor wave2.

Traders would have noticed the 10% rally in $TCEHY a few days ago and go long from here. Lets see.

[Financelot @Financelot33]

So... $HSI did hit my target of 23-25k for wave2.

My projection wasn't perfect though, wave1 ended up making 1 more high to 28k. But hey, no one said eliiot wave is perfect.

Now that my wave2 target has met. Does that mean we go higher from here? Stay tuned...

[Financelot @Financelot33]

In some $ONDS.

Better looking chart than other drone playes like $KTOS $AVAV.

Will add more at 10.8 and 10

[Financelot @Financelot33]

@MugiwaraNoYL Me too. Not expecting an immediate recovery. Buy and keep for the long term.

[Financelot @Financelot33]

Added more $FUTU at 100

[Financelot @Financelot33]

$FUTU up 20% yesterday and today pre market up another 5%. Looks like I won't get my chance to add more...

[Financelot @Financelot33]

$HSTech $HSI making headline news. Bottom is near!

https://t.co/5aSEITuXmb

[Financelot @Financelot33]

@allzyoung Impulsive price action suggests the end of corrective wave2 and start of an uptrend.

[Financelot @Financelot33]

$TCEHY nice green candle at the 0.618fib level.

[Financelot @Financelot33]

Can $TCEHY find a bottom at 420hkd? 16x PE for a business like Tencent is ridiculous...

[Financelot @Financelot33]

C drama craze is just getting started.

This will not only grow China's soft power, but popularise Chinese consumer brands these idols endorse.

Take your bets....

https://t.co/7QxNVBvys6

[Financelot @Financelot33]

So... $HSI did hit my target of 23-25k for wave2.

My projection wasn't perfect though, wave1 ended up making 1 more high to 28k. But hey, no one said eliiot wave is perfect.

Now that my wave2 target has met. Does that mean we go higher from here? Stay tuned...

[Financelot @Financelot33]

$HSI like I said. Wave2 was just waiting for the right news event.

25k is just the first target. I won't be surprised if it goes to 23k or below.

I need everyone to be selling out their $BABA $JD $BIDU. That's when I know it has bottomed.

[Financelot @Financelot33]

$CHA up 8% pre market. Is the worst over?

If it can clear 12, the next target is 16 and after that, the gap fill at 21.

Is it that easy? Or am I just dreaming? 😆

[Financelot @Financelot33]

$CHA up 5.85%

My Chagee position:

[Financelot @Financelot33]

Fuyao Glass https://t.co/zjWkEXCruf.

First add at 55. Second at 48. Third at 38?

[Financelot @Financelot33]

My US portfolio is reminding me I am not a terrible investor. I just invest in Chinese stocks 😆

$BABA $TCEHY $MPNGY be patient. One day our time will come!

[Financelot @Financelot33]

@mojitosupreme I can't tell if you are encouraging me or mocking me 🤣

[Financelot @Financelot33]

Portfolio Snapshot

Capital Returns
2022: +2.4%
2023: +3.7%
2024: +36%
2025: +18%
Total: +46%

Top 10 Holdings
Ping An: 9.3%
Tencent: 9.3%
CFA REIT ETF: 7.9%
Alibaba: 7.3%
ICBC: 5.8%
BOC: 5.7%
Meituan: 4.8%
Midea: 4.0%
China Mobile: 3.9%

Income Received
2022: $12
2023: $11k
2024: $38k
2025: $73k
Total: $121k