Recently, major institutions filed 13F reports with the U.S. Securities and Exchange Commission (SEC), disclosing their holdings and the size of their positions in U.S. stocks during the fourth quarter.
It is worth noting that large Wall Street private equity funds are buying Chinese stocks on a large scale, and the allocation strategy for Chinese stocks has gradually shifted from [underweight] to [Neutral]!
Michael ...

Looking Back, AAPL Is A Clear Winner
Having said the above, I can also understand and support the case for bypassing banks altogether amid all the turmoil and sticking with a stock like Apple. History clearly supports this strategy.
I ran a backtest that goes back all the way to 2005. In it, I simulated a long-short portfolio: 100% exposure to AAPL, -100% (negative) exposure to KBE rebalanced monthly. With this approach, one is effectively betting that Ap...