Portfolio Updates (November 2014) – Steady Monthly Income

With the oil and commodities market taking a plunge, it has caused many O&M (offshore & marine) counters to correct significantly, and I have decided to pick up a small position in Keppel for my investment portfolio. It is unlikely to be at the bottom yet, so if price continues to go down, I will hedge with CFDs (by taking a short position), so that I can average down using the profits from my hedge positions.

With the STI nearing major resistance, I will not be looking to add more to equities, as I would like to wait for a 15-25% correction before the yields start to become attractive again.

If commodities continue to head lower, I might consider adding more to my commodity positions in my next portfolio rebalancing.

This was an average month for my forex trading, but an excellent month for my CFDs trading. Here are the full results:

Trading Portfolio monthly returns for November 2014:

  • Forex trading: 4.9% gain for the month
  • CFDs trading: 21.8% gain for the month
  • Funds/Trusts: 1.8% gain for the month

Investment Portfolio projected average dividend yields: 5.5% ROI/year
(Based on current dividends received on a rolling 12-mth basis)

Combined Portfolio projected average yield: 16.9% ROI/year
(Based on historical returns on a rolling 12-mth basis)


Revealed: Full Portfolio Current Holdings!

Here are my current holdings as at the end of November 2014:
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Portfolio Updates (November 2014)


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About the author

Spencer Li is a trader, investor and entrepreneur who currently manages his own portfolio of stocks, REITs, currencies, cryptocurrencies, properties, and businesses. As a former professional in private equity and proprietary funds, he has over 10 years of market experience, and has been featured on more than 20 occasions in the media. As an international speaker and avid globetrotter, he has travelled to over 50 countries to spread his knowledge.


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