MY IRON DOME PORTFOLIO BEAT THE MARKET

My ๐ˆ๐ซ๐จ๐ง ๐ƒ๐จ๐ฆ๐ž ๐๐จ๐ซ๐ญ๐Ÿ๐จ๐ฅ๐ข๐จ ๐‡๐š๐ฌ ๐๐ž๐š๐ญ๐ž๐ง ๐ญ๐ก๐ž ๐Œ๐š๐ซ๐ค๐ž๐ญ!

๐…๐จ๐ซ ๐ง๐จ๐ฐ…

๐›๐ฎ๐ญ ๐ข๐ญ ๐ข๐ฌ ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐ข๐ง ๐ง๐ž๐ ๐š๐ญ๐ข๐ฏ๐ž ๐ญ๐ž๐ซ๐ซ๐ข๐ญ๐จ๐ซ๐ฒ…

Ok ok… let me share.

You would agree with me that ALL retail investors want to know is WTF.

๐Ÿงบ WHAT to Find?

๐Ÿ—บ WHERE to Find?

๐Ÿ•ฐ WHEN to Find?

๐Ÿง  WHY Find?

And so, according to my selection criteria, I would select 10 funds from a basket of funds from both AIA and iFast, by January each year.

I called this the Iron Dome Portfolio.

The criteria to add in these funds has been sharpened via my 19 years of funds investing experience, and interactions with other Time-tested Investors, and Multiple Awards Winning Financial Advisors.

As a benchmark, I compared this Income portfolio to a global list of indexes and stocks.

As a #ColourBlindInvestor, I also use โ€œdiscountsโ€ to describe why the Financial Markets was ripe for the picking, even though the prices have dropped. So while others panicked, My team and I remained level headed, and continued to advice our clients to do Dollar Cost Averaging, so as to make gains.

Now, I use the term โ€œdiscountโ€ to mean 2 things:
1. The fund is currently under valued because it is worth so much more.
2. It may still be at a paper loss.

For a fair comparison, I used a very simple calculation of current price over highest price over the year.

As seen in Chart 1, the average of my Iron Dome Portfolio, – 3.84%, managed to outperform the average of the global benchmarks, -12.58%.

Of course there are some very strong contenders within the Global Benchmarks, in particularly the Technology sector. But it was weighed down heavily by certain banks, F&B and data companies.

As for the Iron Dome Portfolio, the average fund performance has improved from a -18% in March to its current holding of -3.84%. This means that if you have invested between that period, your discounted funds would have picked up small wins by gaining ground.
– PM me to know what is the individual breakdown of the Iron Dome portfolio. Some of these individual funds have surged past positive territory!

BUT I must clarify, that revealing such results isnโ€™t to tell you all that Iโ€™m observing the market weekly.

Thatโ€™s not my full time job! After all, Iโ€™m first a Risk Manager, and a Wealth Manager thereafter.

On the contrary, my aim is to share that even though my Iron Dome Portfolio is only inching its way up towards positive territory for now, Iโ€™m in this game for the longer run.

How about you?

๐Ÿ˜ณ DISCLAIMERS ๐Ÿ˜ณ
* Where specific products are shown/recommended, please note the following:
* The recommendation is intended for general circulation;
* The recommendation does not take into account the specific investment objectives, financial situation or particular needs of any particular person;
* Advice should be sought from a financial adviser regarding the suitability of the investment product, taking into account the specific investment objectives, financial situation or particular needs of any person in receipt of the recommendation, before the person makes a commitment to purchase the investment product. Should the person choose not to do so, he should consider carefully whether the product is suitable for him. In particular, all relevant documentations pertaining to the product should be read to make an independent assessment of the appropriateness of the transaction.
* Any past performance, projection, forecast or simulation of results is not necessarily indicative of the future or likely performance of any investment

PS: ya… the content of the disclaimers can be longer than my actual post…

#WealthWednesdays #MARKofLeaders #XmarksTheSpot #ColourBlindInvesting

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: