Musings about Life and Investments

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  The model portfolio is up 12.67% from 23 March to 22 July. This compares favourably against the Vanguard Global Stocks ETF (up 10.3%), but still behind S&P 500 ETF (up 13.89%) and well ahead of the HK Tracker Fund (-1.60%). XIRR is 44.67%. There were several lessons learned from this tracking.   To be near the top performing ETF, in this case S&P500, you have to be constantly overweight US stocks, especially the big caps like Amazon, Alphabet, Facebook. To outperform you have to be extra careful with out of benchmark stocks, especially when they are extremely speculative, like Lemonade, ARK, ETFs, Square, Shanghai Airport. Once their trend dies, it is advisable to exit almost all your position since it will detract you from performance. The weighting is important. To outperform, you sometimes need to overweight the index stock with your strongest conviction, with a mix of momentum and growth. Do NOT worry too much about hedging the downside, especially if you are unl...

  Good day all   The model portfolio is up 7.48% from 23 Mar 2021. XIRR is 34.76%. It is still trailing behind the Vanguard Global Stocks ETF up 8.8% and the S&P500 up 10.09%. The Hong Kong Tracker Fund 3115 HK is also starting to turn up. Up 3.55%. This is for my own reference and purely for educational purposes only. It helps me correct my mistakes and track where the fund flows are going.  As I’ve mentioned there is a rotation into big capped tech sectors (e.g. Amazon, facebook, Adobe, Salesforce, ServiceNow), emerging tech (SEA Ltd, Tesla,), China tech (Meituan, Alibaba). I am tracking Alibaba closely as many of you have big positions on it. I’m seeing a huge turnaround after falling by over 30%. I’m also seeing a huge turnaround from Shanghai International Airport 600009 CN from 48.5 to 51.85.     Below is the equity curve of the portfolio.   Portfolio is still overweight US stocks. 81.1%. SGD stocks accounted for 7.3%. HKD stocks 11.5%. The cause ...

  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 ...

 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 ...

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