Global equities
China A-shares, Hong Kong through Connect, and markets abroad, led by company research.
← Life
Life / Investing
Investing
On weekends too. The ideas from my coverage go into portfolios I keep score with, mainly to hold myself to my own calls.
Where I look
AI & semiconductors
The AI hardware chain: semiconductor materials, equipment and electronics.
Consumer
From drinks and snacks to collectible toys and outdoor brands.
Research infrastructure
Rebuilding the research workflow around AI: data, sources, tools and routines.
Portfolios
Data to Aug 2026Annualised · 18 months+31.6%
+51.0%Since inception
1.6Sharpe ratio
−8.6%Max drawdown
Long and short exposure fully offset, net close to zero. Shorts via IGV, SOXX and QQQ; Cloud runs as single-name long/short. No name above 10% of the book, about 25–35 names.
Annualised · 20 months+37.5%
+70.0%Since inception
0.8Sharpe ratio
−43.9%Max drawdown
+15.7%Benchmark, annualised (Wind A Share)
A/HK ConnectWind A ShareLong only, no shorts. Net exposure between 50% and 150%; the aim is return, not drawdown control. No name above 20%.
Annualised · 20 months+304.3%
+926.3%Since inception
1.5Sharpe ratio
−49.7%Max drawdown
+20.5%Benchmark, annualised (Nasdaq)
Global equities (ex. China)NasdaqLong only, no shorts. Net exposure between 50% and 150%; the aim is return, not drawdown control. No name above 20%.
Monthly time-weighted returns from the Interactive Brokers trade blotter; paper trading, no client money. Sharpe uses a 2% risk-free rate; annualised figures need twelve months. Every month in detail is on manage.alphaholic.app.
Full record05Contact
Say hello.
Research, technology, something you’re building, or a shared interest. WeChat is the easiest way to reach me; email works too.
