Tuesday, 26 January 2021

Rolf’s Portfolio Updates – Jan 2021

PORTFOLIO – MORE ALLOCATION INTO SHARES

Since my last update (click here), I increased my shares allocation from 70 to 75% of my total investment portfolio and pared down precious metal holdings from 18% to 13%, mainly selling silver to realise some profits. 

I am a believer of economic recovery from next year and beyond and hence more allocation into stocks. 


FROM OIL AND GAS TO RENEWABLES

I reduced my Energy portfolio as I sold off CNOOC fearing on USA sanction.  CNOOC does have lots of undertakings Internationally and hence they will definitely be more affected by Sinopec. I also took profits off XOM, as fundamentals of the company looks weakened lately. 

Added Renewables into my portfolio of more than 10% with US listed ETFs Invesco WLDRL Clean Energy and Invesco Solar, and HK listed Chinese firms GCL-Poly Energy, Goldwind and Xinyi Solar. I also categorised China Electric Vehicles manufacturers XPENG and NIO as renewables. 

OTHERS – INCREASED SEA LIMITED, AIRBNB & COMFORT DELGRO

Increased allocations into SEA Limited as support to SG company and also have faith in her potential of growth. Increased stakes in Airbnb and bought into Comfort Delgro as vaccination recovery stocks. 

TECH US 

Reduce stakes in Amazon, Apple and Microsoft, first to take some profits and secondly to re-allocate more funds into Renewables. 

BUY AND SELL 

Accumulated some more small position in Pinduoduo as I believe her agriculture business will boom one day. Likewise, I added more of Mapletree Industrial Trust due to potential of growth and dividend play. Sold Viatris with profits and CISCO at loss with overall very slim profit.




 

 














CONCLUSION

Like many other investors, I am riding on the rising wave of stocks recovery. 

Hence, my Portfolio is doing extremely well seeing a sea of “Greens” and exhibiting very good realised and paper profits thus far. Comparing to one year ago in Jan 2020, my Overall Investment Portfolio increased by ~40% comparing to same period last year, and close to 10% since the start of the year. Note that the 40% increase also includes savings that was invested. 

Considering that I am doing investment every month since Covid outbreak, (in dollar cost averaging method to manage timing risk), I am very happy with the result of my investment. 

But the questions remains. How long can stock keep rising? 






   


1 comment:

  1. my portfolio increased by 500~600% as i took a pro active trading approach. As said how long will this continue, and I need to continue to hit the jackpots as long as the FED keeps printing money

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