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Vevey Hedge
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Just another BRIC in the WALL (STREET) Aim to grow VeVeY Hedge fund at compound 30% per annum by concentrating on CHINA + INDIA +BRAZIL and the Flood of IPO's I expect following the recent drought brought about by recent market conditions TOP PICK at present FUQI up 300% + so far GULF KEYSTONE... More
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  • PORTFOLIO within a stock 0 comments
    Dec 24, 2009 3:51 PM | about stocks: 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

    Stocks: FUQI, LVMHF
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