Position concentration 2 stocks only
My profile says I have "position concentration" because for most of the time I had 1 stock only i.e. $NCL.HK (01336.HK). Recently just added $shenghe_resource 600392.SH. Based on their Q3 results, New China Life has an annualised earnings per share growth of 1.57 times and Shenghe has an earnings growth of 4.35 by my calculation. Most of my trades here involved sell call or sell put operations to squeeze as much juice from NCL which I hold long term for dividends.
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