Why I'm still bullish on Asia

by John Linnemeier

Author: John Linnemeier

Covestor model: Opportunistic and Adventurous

I'm sticking to a buy-and-hold approach for my Opportunistic and Adventurous model. I believe in Asia long-term, even though there's no way of knowing what's going to happen short-term. In the long-term, I'm confident that the stocks I've chosen will outperform the market as a whole.

John Linnemeier

John Linnemeier

Opportunistic and Adventurous

Typically small- to mid-cap stocks with good fundamentals that have shown momentum. I believe that the world's greatest stock opportunities are in high-tech and Asian ADRs (when interest rates are stable or dropping or there's a big sell-off). I'm also interested in beaten-down stocks.

  • Manager
  • Benchmark
  • S&P 500
Graph for model: Opportunistic and Adventurous
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This entry was posted by John Linnemeier on and is filed under Positions, Process.