MY IRON DOME PORTFOLIO BEAT THE MARKET
My ๐๐ซ๐จ๐ง ๐๐จ๐ฆ๐ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐๐ฌ ๐๐๐๐ญ๐๐ง ๐ญ๐ก๐ ๐๐๐ซ๐ค๐๐ญ!
๐ ๐จ๐ซ ๐ง๐จ๐ฐ…
๐๐ฎ๐ญ ๐ข๐ญ ๐ข๐ฌ ๐ฌ๐ญ๐ข๐ฅ๐ฅ ๐ข๐ง ๐ง๐๐ ๐๐ญ๐ข๐ฏ๐ ๐ญ๐๐ซ๐ซ๐ข๐ญ๐จ๐ซ๐ฒ…
Ok ok… let me share.
You would agree with me that ALL retail investors want to know is WTF.
๐งบ WHAT to Find?
๐บ WHERE to Find?
๐ฐ WHEN to Find?
๐ง 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 โdiscountsโ 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 โdiscountโ 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 isnโt to tell you all that Iโm observing the market weekly.
Thatโs not my full time job! After all, Iโm 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, Iโm in this game for the longer run.
How about you?
๐ณ DISCLAIMERS ๐ณ
* 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
chewmark 