The collaborative fund performance
1. increase from 29% to 31.83% from July to August 2021 – a 3% improvement! I have deployed a diversification approach for the month of August. Many of the stocks picked up bullish gains which help in the portfolio performance.
2. increase from NAV of 246,765.05 to 280,055.80 from July to August 2021.
In summary, August has been a good month for the fund. I have kept PLTR and CXSE to 5% weightage only in the fund as they are still considered volatile stock and ETF in emerging markets respectively.
Moving forward, i am showing the portfolio allocation base on percentage which i feel is more useful for you readers.
- Looking to rebalance my Amazon stock to 5% from 28% and take profit 🙂
- Looking to add more MSFT shares to up to 20% weightage
For the portfolio performance back in July 2021, you can read my post here.
Looking forward to a better performance from the fund in September !