2018/06/15 -Portfolio Review: Cautious Momentum Strategy

  This week was all about momentum. The stocks that were underperforming kept going down, with no possibility for improvement. Similarly, the stocks that were outperforming spectacularly crushed all 3 major market indexes. That required swift decisions to buy/sell, and the failure to identify & follow the momentum was costly. IQiyi kept making all-time-high each…

2018/06/08 -Portfolio Review: Where’s the ceiling?

This is not what I expected, but my portfolio achieved more than its annual target already. There were quite dynamic changes in my portfolio during the week; I sold CRSP and and bought & sold AMAT (Applied Materials, Inc), and added MU (Micron Technology). CRSP was rather unfortunate, given that the entry point was right…

2018/06/01 Portfolio Review

It was good day. too good actually.  My portfolio went up more than 3% on June 1st, 2018. (below snapshot also captures $1,000 of cash inflow, which inflated the “Day Change” to 5.58%) Now, the unrealized gain/loss is close to $10k. Realized gain including dividends is about $2.3k. Thus, the gross gain/loss before tax is…

2018-5-26 portfolio check

Total gross return (including dividend, un/realized gain or loss) since my portfolio inception (2017-4-11) is whooping $8.5k. It is hard to get correct percentage return, as I was actively moving my cash in/out of the market depending on both the market situation and personal expenditure. The major change is moving more cash from ETFs to…

2018-5-12 portfolio check

Apologies for this long delay. Honestly, I got bored of my investing, and realized it is much quicker to increase my salary at this stage to be financially independent asap. My portfolio composition has changed drastically since February this year. I used to invest heavily in index ETFs that follows the market. It turns out,…

10/13/2017 portfolio check

currently achieved 12.7% year to date return… (~$3,050) , with original target return 10% from $24,000 investment NAV. analysis will be followed later.

Weekly Investment Update: 2017-08-06

I stopped posting periodic investment diary, as it is not only time-consuming, but also I found my irrational interpretations later. But I stopped following the market as well. In order to keep myself disciplined, I realized resuming regular investment check-up and review open to public is necessary. This could be of use, for my investment…

Q3 Portfolio Plan ver2.0

I am writing down a new Q3 portfolio plan after realizing that there are better ETFs for some sectors and styles. This time, I won’t be ETF provider specific. Rather, I will describe only asset allocation part. US market 50% (60%) US Core: US total stock market : 25% (ITOT, VTI) US small cap: 20%…

ETF-only Portfolio

As an young adult who works in financial market, I can’t “buy and sell” individual stocks on the right time. That means I have to manage my personal portfolios that are not under regulations, and ETF is a good investment product for that purpose. Yes, it is true that ETF is a boring investment: you…

Q3 Portfolio Plan

As discussed before, I am in the progress of reallocating my assets throughout the region/product type. Just as a reminder, below is my key asset allocation strategy in the stock market overweight Emerging market (India and south Asia including Indonesia) and peripheral Europe underweight the U.S. (less than 60%), but overweight small-cap slightly overweight Europe…