The collaborative fund performance 1. increase from 31.83% to 51% from August to October 2021 - a 20% improvement! Many of the stocks picked up bullish gains which help in the portfolio performance.
Category: My Portfolio
Portfolio Spotlight Series 2 – Disney $DIS
Next up in Portfolio Spotlight Series 2 is DIS. It currently occupies 8% of my portfolio and I have strong conviction in this stock mid to long-term.
Portfolio Spotlight Series 2 – Amazon $AMZN
Next up in Portfolio Spotlight Series 2 is AMZN. It currently occupies 28% of my portfolio and I have strong conviction in this stock mid to long-term. I have since rebalance it to 5% of my portfolio weightage and taken profit.
Portfolio Spotlight Series 2 – Proctor & Gamble $PG
Next up in Portfolio Spotlight Series 2 is PG. It currently occupies 12% of my portfolio and I have strong conviction in this stock mid to long-term.
Portfolio Spotlight Series 2 – Lockheed Martin $LMT
Next up in Portfolio Spotlight Series 2 is LMT. It currently occupies 16% of my portfolio and I have strong conviction in this stock mid to long-term.
Portfolio Spotlight Series 2 – CVS Health Corp $CVS
Next up in Portfolio Spotlight Series 2 is CVS. It currently occupies 11% of my portfolio and I have strong conviction in this stock short to mid-term.
Portfolio update – August 2021
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.
Portfolio update – June 2021
The collaborative fund performance 1. increase from 50% to 64% from May to June 2021 - a 14% increment! 2. increase from NAV of 285,671.50 to 313,037.20 from May to June 2021. In summary, June was a good month for the fund!
Portfolio Spotlight Series 1 – Palantir
In the Portfolio Spotlight Series - i will be going through each holding in my portfolio and the selection criteria for its entry. Stocks are either1. Great companies with consistent earnings, free cash flow, strong competitive moats. These are first team players2. Potential growth companies with breakout earnings, growing competitive moats etc... these are hot …