2023 Q3 Portfolio Review
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Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
.
Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
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Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
.
Country exposure:
US (85%) >> SG (11%) > HK (4%)
.
New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
.
Continue to add on positions in Q4
.
To add more portfolio investment weightage in healthcare and finance sectors
.
Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
.
Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
.
Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
.
Country exposure:
US (85%) >> SG (11%) > HK (4%)
.
New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
.
Continue to add on positions in Q4
.
To add more portfolio investment weightage in healthcare and finance sectors
Portfolio review - 2024 Q3
.
All is good. Such a sight.
.
It has not been an easy journey for the past years, as I struggle a lot on my portfolio allocation - too concentrated on TSLA, losing stocks, and diversifying too much onto YOLO stocks.
.
Investment is a marathon and painfully patient process that investor has to build over a long period of time
.
US continues to be my dominant portfolio positioning, although adding more REITs this year in SG
.
Majority of portfolio returns dominated by #PLTR
Will not be adding more to it for the moment.
.
HK and CN related stocks are positioned for a great recovery run, let’s see how it pans out.
.
All in all, happy with my current portfolio sizing, and will continue to add to my top 3 to 10 positions, and not adding more PLTR & TSLA for the time being.
.
Also exploring #SCHG as the main ETF to buy, replacing #QQQ and other US equity funds.
.
Election is happening soon, let’s see how Q4 plays out
.
All is good. Such a sight.
.
It has not been an easy journey for the past years, as I struggle a lot on my portfolio allocation - too concentrated on TSLA, losing stocks, and diversifying too much onto YOLO stocks.
.
Investment is a marathon and painfully patient process that investor has to build over a long period of time
.
US continues to be my dominant portfolio positioning, although adding more REITs this year in SG
.
Majority of portfolio returns dominated by #PLTR
Will not be adding more to it for the moment.
.
HK and CN related stocks are positioned for a great recovery run, let’s see how it pans out.
.
All in all, happy with my current portfolio sizing, and will continue to add to my top 3 to 10 positions, and not adding more PLTR & TSLA for the time being.
.
Also exploring #SCHG as the main ETF to buy, replacing #QQQ and other US equity funds.
.
Election is happening soon, let’s see how Q4 plays out