How about the Top 5 worst stocks for 212 members?
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Portfolio served with $baba dips? 
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Someones going to have a BIG day/weeks if the fine news is a big turn of the corner for BABA stock. I am about 10% (maybe 12% with ETF exposure) in BABA, biggest holding too.
For me…
LMT
EPD
SLP
GOOGL
ESPO
oh wow, is this part of the 
posts or real @Vedran ? 
if you are this much into China I highly recommend PDD and BILI, and somewhat recommend JD and SEA. And if you feel gambly may be baozun?
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I’ve held all of these at one stage or another. A couple I’d add to your list: BGNE and ZLAB. I searched high and low for a Chinese health play and these two were the best of the bunch imo.
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I was actually considering buying a chunk of ZLAB and then decided against it, can’t remember the reason tho.
When I look at fundamentals of PDD/BILI, I simply cannot push buy button. JD/BABA on other hand are in value zone, BABA moreso, JD is coming to it around 76$.
I have tracker of your published portfolio, but I am still not brave enough to do a DD/invest.
Maybe one day…
Do you still think that Magellan Midstream Partners and Tencent are in “value zone”?
If so I may look into them 
For exposure to Tencent I have been looking at Prosus for a while but haven’t actually bought…
MMP is definitely value play(I buy weekly, still), but that is my opinion as I believe oil & gas are here to stay for decades.
Tencent I am(was) increasing position during current dip. At 65$ earlier it was great for starting position, but even sub 78$ I buy steadily.
Bidu had also nice dip to 180$, imho good buy, but more speculative play then other mentioned.
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That portfolio is a moving target and changes almost every month Out of curiosity how is it doing?
FWIW here is what I am planning to buy in my SIPP FY21/22 (all prices in pound sterling)
| Name | Cost | buy | |
|---|---|---|---|
| Popular, Inc. | 51.0534304 | 60 | 3063.21 |
| SBA Communications Corporation | 209.4988302 | 14 | 2932.98 |
| Mastercard Incorporated | 275.4728054 | 10 | 2754.73 |
| BILIBILI ADR/1Z DL-,0001 | 74.89753958 | 34 | 2546.52 |
| NETEASE INC. ADR/100 | 78.32746723 | 30 | 2349.82 |
| Roku, Inc. | 256.4320331 | 9 | 2307.89 |
| JD.com, Inc. | 54.44740493 | 42 | 2286.79 |
| American Tower Corporation (REIT) | 181.333156 | 11 | 1994.66 |
| Taiwan Semiconductor Manufacturing Company Limited | 84.41792576 | 23 | 1941.61 |
| Prologis, Inc. | 82.4836479 | 20 | 1649.67 |
| Equinix, Inc. (REIT) | 522.1327805 | 3 | 1566.4 |
| Duke Realty Corporation | 32.84677043 | 45 | 1478.1 |
| Pinduoduo Inc. | 92.52175901 | 15 | 1387.83 |
| CyrusOne Inc. | 53.27533322 | 20 | 1065.51 |
| Digital Realty Trust, Inc. | 108.4489912 | 8 | 867.59 |
| 30193.32 |
I haven’t decided 100% on what to do with the ISA but I think 70-90% of it will be invested into my semiconductor pie with the following percentages.
| W | % | |
|---|---|---|
| Broadcom Inc. | 20 | 17.70% |
| QUALCOMM Incorporated | 17 | 15.04% |
| ASML Holding N.V. | 17 | 15.04% |
| Texas Instruments Incorporated | 15 | 13.27% |
| Lam Research Corporation | 12 | 10.62% |
| KLA Corporation | 12 | 10.62% |
| Applied Materials, Inc. | 12 | 10.62% |
| Intel Corporation | 8 | 7.08% |
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I am surprised that Rocket Lab is not on your list .
Or have you already bought that one?
The other option is that the situation has changed since March, which could have happened. It is a SPAC and fairly “pricey”.
Also, thank you for sharing your list. As always, quite interesting 
.
I already bought half of my planned position size buy selling some ETFs, and waiting for new financial year for the second half. I think this might be my second stoneco, if not better.
Already bought it, and down 15% so far
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Things looking pretty different again - combination of topping up more traditional value shares and defensives, and tech shares tumbling
Morses club
Ted Baker
Lloyds
RdsB
BT
I do like the quality of TB, and RDSB is probably undervalued at the moment as well.
