Musings about Life and Investments

  Which type of properties would you buy to get a higher capital gain and rental yield? The new spanking, high density apartment, or a low density, low rise project or even a house? Find out more this Saturday 26 June for a free webinar, from 12 - 2pm.

  Dear friends   This is the update of my model portfolio that started on 23 March 21. The portfolio has risen from 4.94% to 5.82%. The main driver appears to be the US, which is the strongest stock market in the world today. The S&P500 is up 8.5% (last week was 7.1%), Vanguard Global Stocks up 7.6% (from 6.7% last week). Hong Kong tracker fund crept up from 0.4% to 0.9%. XIRR is 24.77% for the model portfolio, from 21.3% last week.  Overall, I detected a rotation out of mining and banks into tech.  I will be looking at taking some profit (only if there is) out of Blackrock World Mining and Fidelity Global Financials and into Polar Capital Tech, Blackrock World Technology.  This is for my own risk profile and investment objectives, please note.   Below is the equity curve. While we are outperforming China, we are lagging the S&P500. Since I’m investing mainly in the US, China and Singapore, the only way I can catch up with the S&P500 is through stock picking and timing. It

 The model portfolio for value-investing is now up 4.94% from 23 Mar to 9 June 21. Last week, the portfolio was up 4.25%. It is now up another 0.49% to 4.94%. The XIRR is 21.3%. What is encouraging is that while the Tracker Fund of Hong Kong (2800 HK) is down for the month, the portfolio managed to follow the S&P500 upwards.   In the last 30 days, the portfolio is up by 4.29%, outperforming the Vanguard Total World Stock Index (up 1.77%), S&P 500 ETF (+0.89%) and Tracker HK (1.25%).  Moderna contributed 0.54% to the gain with a 37% return. 2823 HK A50 Share contributed 0.41% with a 6.72% return. Sea Ltd contributed 0.32% with an 18.2% return. Veeva Systems contributed 0.32% with a 16.7% return. 9 out of 10 stocks with the exception of Lemonade, are based on the value-momentum system. Lemonade was a mean-reversion strategy, having fallen drastically below the 200 days MA and finally showing signs of bottoming.  76.5% of the portfolio is still with stocks listed in the US. This i

 https://www.facebook.com/groups/279256673825157/permalink/323144456103045/ Hope to see you guys in the free webinar on property investing 🙂

  Here is a sharing of my personal portfolio.   For the week of 1 to 7 June, it jumped to 4.25%. It has outperformed the 2800 HK Tracker Fund of Hong Kong from 23 Mar to now. The Vanguard Total World Stock ETF is up 5.95% (VT) and S&P 500 ETF (SPY) is up 6.53%. That’s why I also mentioned that it is strongly advisable to have a good global equity fund like Morgan Stanley Global Brands / Blackrock Global Equity Income, and a good US equity fund like Franklin US Opportunities or JPMorgan US Small Caps. This tracking allows me to know where my mistakes are, and correct them quickly.     XIRR is 22.73%. We are off to a good start and I hope this continues.    The “catch-up” with the VT benchmark occurred when I overweighted Chinese stocks and ETF. For ETF, I added 2823 HK, or ASHR US ETF. For funds, UBS China A Opportunities and JPMorgan China A Opportunities. The old economy stocks in China (Wuliangye, Kweichou Maotai, China Merchant Bank) seem to have recovered. The Chinese tech is s