First recap after 2020 rebalance.
AMRN and Energy ETF suffer from significant loss
AMRN: TBD, looks like we just need to hold it for the long run.
Energy ETF, strong believe that it will bounce back, given a huge gap between energy price and the performance of energy ETF.
Gold and Silver, light position, for hedging purpose, looks stable.
BILI, good performance, long term holding.
EUFN: on hold, for long term
ASHR, china – A share recover a lot from the new year coronavirus impact. My preference is on hold. Similarly for EWZ, on hold. (too early to re-enter EM risk. Wait for Q2.)
On hold other EM indices, like Russia, South Korea….
