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PORTFOLIO within a stock

|Includes:Fuqi International, Inc. (FUQI), LVMHF

LVMH - having bought this stock from substantial profits in CHINA + INDIA this is a PORTFOLIO within a single STOCK.

OK its LUXURY but so were those profits - my take is that despite the depression many are going up market with a single luxury rather than multiple purchases.

The uplift since I bought would seem to support this IDEA after all LVMH has great exposure to the EMERGING China anyway + no doubt BRAZIL RUSSIA INDIA will add to growth for a PORTFOLIO within a single STOCK

Disclosure: HOLD LVMH for the VERY VERY long term