Duan Yongping - H&H International Investment Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 11 | |
| Portfolio Value | $12.00B |
H&H International Investment Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 3.0 years | Style | Average duration positions are maintained |
| Position Count | 15 | Style | Number of active positions in portfolio |
| Position Size | 17.8% | Risk | Typical allocation per position |
| Win Rate | 62.8% | Performance | Percentage of profitable positions |
| Average Return | 2472.7% | Performance | Mean return across positions |
| Sharpe Ratio | 0.15 | Performance | Return per unit of risk taken |
Investment Case Study: APPLE INC (AAPL)
12/31/2018 - 7/7/2025
Performance Metrics
Total Return: 115,940.20%
Holding Period: 2380 days
Max Position Size: $13,463,726,588.00
Position Weight: 65.15%
Key Events
12/31/2018: ENTRY(2,699,400.00 shares) @ $0.16
3/31/2019: INCREASE(628,200.00 shares) @ $0.19
6/30/2019: INCREASE(550,300.00 shares) @ $0.20
9/30/2019: DECREASE(-438,800.00 shares) @ $0.22
12/31/2019: DECREASE(-192,100.00 shares) @ $0.29
3/31/2020: INCREASE(3,410,600.00 shares) @ $0.25
6/30/2020: INCREASE(549,800.00 shares) @ $0.36
9/30/2020: INCREASE(20,364,600.00 shares) @ $0.12
12/31/2020: INCREASE(529,300.00 shares) @ $0.13
3/31/2021: INCREASE(7,186,900.00 shares) @ $0.12
6/30/2021: INCREASE(4,125,800.00 shares) @ $0.14
9/30/2021: DECREASE(-4,101,600.00 shares) @ $0.14
12/31/2021: DECREASE(-5,238,700.00 shares) @ $0.18
3/31/2022: INCREASE(5,337,000.00 shares) @ $0.17
6/30/2022: INCREASE(7,090,400.00 shares) @ $0.14
9/30/2022: INCREASE(7,257,000.00 shares) @ $0.14
12/31/2022: INCREASE(11,474,600.00 shares) @ $129.93
3/31/2023: INCREASE(2,030,174.00 shares) @ $164.90
6/30/2023: DECREASE(-2,628,900.00 shares) @ $193.97
9/30/2023: INCREASE(385,977.00 shares) @ $171.21
12/31/2023: DECREASE(-1,296,880.00 shares) @ $192.53
3/31/2024: INCREASE(4,860,022.00 shares) @ $171.48
6/30/2024: DECREASE(-658,838.00 shares) @ $210.62
9/30/2024: DECREASE(-11,155,100.00 shares) @ $233.00
12/31/2024: DECREASE(-11,904,578.00 shares) @ $250.42
3/31/2025: DECREASE(-6,640,396.00 shares) @ $222.13
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure