Untitled, making a note of it.

PortfolioAlert · 2026-03-30T02:13:54+00:00

Midea Group has lost 7%. I didn't expect the war to have such a big impact. Let's wait and see the annual report first. If the dividend is high, I'll hold on. Baofeng Energy has also pulled back quite a bit. Basically, I have heavy positions in these two. And Hong Kong stocks really shouldn't be touched; once you buy in, you're stuck in a never-ending trap. The holding experience is too poor. Plus, you can't participate in IPOs based on market cap.

PortfolioAlert

2026-03-30 02:13:54

Midea Group has lost 7%. I didn’t expect the impact of the war to be so significant.

Let’s take a look at the annual report first. The high dividend is just consuming it.

Baofeng Energy has also pulled back quite a bit.

Basically, I have a heavy investment in these two.

Also, Hong Kong stocks really shouldn’t be touched; once you enter, you’re stuck indefinitely. The holding experience is too poor. Plus, you can’t participate in IPOs with this market value.

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