A Bull in China

I wrote a Chinese A Shares stock recommendation in May 2014 after reading the book by Jim Rogers.

He is really a good investment strategist.

Here is the link from Douban. Just copied from there as below:

Selective Stocks from the book for companies with China Mainland business 
1. Energy
601088
601857
600028
2. Transport
0175
000338
601006
600897
3. Tourism
000978
4. Agriculture
1886
0038
000869
600600
3983
5. Health, Education, and Housing
600664
601318
601268
2328
EDU
000002
6. Mix
Aerospace: 600879
Internet: Tencent, 600050,
Sport: Li Ning
Retail: 3368, 0709, 600177
Currency and Commodities: no practice

My Recommendations for Mainland A shares Only:
Youngor Group Co., Ltd.	600177
Midea Group Co Ltd	333
China Construction Bank Corporation	601939
China United Network Communications Ltd	600050
PetroChina Company Limited	601857
Tsingtao Brewery Co Ltd	600600
China Shenhua Energy Company Limited	601088
China Petroleum & Chemical Corp	600028
Weichai Power Co., Ltd.	338
Daqin Railway Co., Ltd.	601006
Yantai Changyu Pioneer Wine Company Ltd	869
China Vanke Co., Ltd.	2
China Aerospace Times Electronics Co Ltd	600879
Anhui BBCA Biochemical Co., Ltd.	930
Baida Group Co., Ltd.	600865
Xinjiang Tianshan Cement Co., Ltd.	877
My ideal is to select one from each industry, but weighs more on energy.
With equal money distribution.

Performance:

chinaa

Just like all other retail investors, I didn’t buy them according to my own strategy. I don’t have that amount of money in RMB then. I bought some of them.

I bought some A shares in 2009, and then let them stay untouched. I didn’t learn how to handle bear and bull market.

Now here is my thinking: why is it so hard to follow one’s own thinking, most of the time, against the general public ?

There is no if else statements for decisions in life, and sometimes you need to act decisively and boldly.

Contrarian investment is really hard, although profits good.

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