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ChinaTechOil

$CDRRCKCHNADDennis J.

About ChinaTechOil

China stimulus sensitive stocks

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Total Rebalances12
Last RebalanceNov 25, 2025

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$CDRRCKCHNA Rebalancing due to so many of these at or near all time highs. Probably ought to sell the stocks and move cash to Treasuries soon

Changes:FXI +15.8%LCID +5.0%RDDT +2.6%PSX +0.9%IDRV +0.2%

adding China fund. Reducing oil stocks. Thinking Russian oil will be out from under sanctions soon

Changes:BLK +3.4%RDDT +0.3%PSX +0.3%XOP +0.2%PM +0.2%

Removing China MSCI ETF. Added more Blackrock. ………………………………………………………….