Honest Board: Trade updates
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Hi David, couple of things. Firstly, what’s your view on KWEB. Are you planning to sell KWEB given that there is real possibility of delisting of Chinese stocks from US stock exchange. Or are you planning to ramp up the position as it’s down ~35% from the entry price?
Secondly, I think it would be better if you can provide actual % investment in each stock, so that we can calculate returns over the week. Hit ratio is a good metric but it doesn’t give the compete picture. Investors care about the returns :) (some care about Sharpe though)