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7.31.2009

Bilibala Finance Portfolio - Jul 09

Portfolio - Top 10 Holdings @ Jul 31, 09:
  1. China Mobile (CHL/0941) up 4.8% M/M
  2. China Life (LFC/2628) up 20.1% M/M
  3. China Cons Bank (0939) up 4.2% M/M
  4. Google (GOOG) up 5.1% M/M
  5. HSBC (HBC/0005) up 21.4% M/M
  6. Wells Fargo (WFC) up 0.8% M/M
  7. Shui On Land (0272) up 3.0% M/M
  8. Manulife (MFC/0945) up 30.0% M/M
  9. Conoco Phillips (COP) up 4.4% M/M
  10. Berkshire Hathaway (BRK.B) up 9.8% M/M

July 09 Performance:

  • Bilibala Finance Portfolio up 14.1% M/M
  • CA TSX up 4.0% M/M
  • US S&P 500 up 7.4% M/M
  • HKG Hang Seng up 11.9% M/M
at 12:08
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