Interesting to see current holdings (as at August 27th or 5 days...

Interesting to see current holdings (as at August 27th or 5 days ago).

Microsoft, alphabet, facebook and netflix make up 56% of the portfolio. I'm fairly happy with the current mix.
Agree that removing Tencent and trimming Alibaba position is beneficial - funny thing is investing in BABA on the US listing is an indirect holding via the Caymen Islands so fairly convulted owning structure. Agree that CCP intervention is too much risk (or what Chris calls handicap)