How to Raise Funding for Property Investments
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Should You Buy Old or New Properties
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Portfolio Review as of 22 Aug 21. Surviving the China Stock Crash
I am both relieved and humbled that my model portfolio has continued to outperform S&P500. It is up 20.11% from 23 March 2021. Against 16.14% for S&P500, Vanguard World Stocks with 10.51% and Hong Kong Tracker -10.27%. I added an inverse 3x China ETF, YANG in view of the declining trend, plus 3x Emerging Market inverse ETF, EDZ. Both trades paid off and enabled the portfolio to outperform S&P500. These are merely trades and I will only apply them to markets which are on a medium term decline. I've also reduced my China exposure drastically to minimise the damage. From the chart below, you can see that the outperformance started in May 2021 and was stretched further from July 2021 onwards. I've added further tech stocks and reduced my China exposure. My exposure to Chinese stocks dropped to 4.8% when it was previously in the high single digits. USD exposure increased to 89%. The champion was Moderna, up 83% since I bought it in April. I bought this on ...
Portfolio review for 3 Aug 2021
This is a review of the model portfolio I’ve constructed which started from 23 march 2021. It is up 17.6%. It has beaten Vanguard Global stocks ETF or a Global Equity Fund (10.32%), outperformed S&P500 (14% up), beaten HK tracker -5.4%. XIRR is 56.93%. The purpose of doing this is multi-pronged. 1) I want to ensure that what I’ve said made sense and add value. 2) the only way I can ensure that I add value is to beat the index otherwise I should just buy the index. 3) I wish to better manage my portfolio. 4) I can give good advice to clients who can then make money investing. 5) I decipher the secrets of beating Wall street and 6) if I wish to set up a fund some day, I know what to do. The key thing in beating the benchmark is to underweight China at the right time, and overweight at the right time, also to focus on sectors that will outperform. Stock picking plays a huge part and I focus exclusively on investing in stocks with ...