Portfolio Updates (December 2014) – Full Year Results & Outlook for 2015!

Global Markets Overview 010115

With 2014 behind us, let’s review the annual performance of various equity markets and indices to see where the opportunities lie in 2015!

Looking at this comparative table (1-year performance ranking) from my Synapse HFT Stock Scanner, the Asian markets like China and India have performed exceptionally well, and are very likely to be strong performers for next year as well. Another Asian market to look out for is the Indonesian stock market (not featured here).

Commodities have fallen the most (mainly due to suppressed oil prices), which means that it might be a good time to pick them up during the low of their cycle. This means that we might also be keeping an eye on SGX commodity and oil-related counters, such as Olam, First Resources, Keppel, SembMar, etc

On the forex front, the USD is still going strong, while currencies that are tied to commodities/oil have taken a beating, such as the CAD, RUB, MYR, IDR, AUD, NZD, etc. I also currently have short positions on the EUR/USD & GBP/USD; as well as long positions on the USD/JPY.


^sti 010115 straits times index

Looking at the STI chart, it seems like the Singapore stock market is still trapped in a giant range, considering we have not surpassed the 2013 high.

This is very dangerous for those with the bulk of their wealth purely in stocks/REITs, especially with a pure buy-and-hold strategy, as the start of a prolonged downtrend will leave them holding losses in “under-valued stocks” throughout 2015.


My Portfolio Monthly & Annual Results

With regards to my portfolio, this month there was a good dividend payout from AIMS AIMP, which I will be using to cover my upcoming holiday. 😀

AIMS AMP Dividend Payout

I added some businesses to my portfolio for more diversified passive income, and will be looking to add some properties as well if prices correct this year.

For equities, I would like to wait for a 15-25% correction before the yields start to become attractive again, but if there is no significant correction, I will focus on high-yield stocks and REITs.

As commodities head lower, I will also gradually add more to my commodity positions.

This month was a pretty quiet month, so there wasn’t much trading. Here are the full results:

Trading Portfolio monthly returns for December 2014:

  • Forex trading: 0.5% gain for the month (Annualised ROI: 35% /year)
  • CFDs trading: (1.8%) loss for the month (Annualised ROI: 120% /year)
  • Funds/Trusts: 1.8% gain for the month (Annualised ROI: 17% /year)

Investment Portfolio projected average dividend yields: 5.1% ROI/year
(Based on current dividends received on a rolling 12-mth basis)

Combined Portfolio projected average yield: 22.7% 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 December 2014:
(Click on any of these buttons below to unlock; for mobile device users, please click twice)[sociallocker]

HFT Monthly Portfolio Updates - December 2014

HFT Monthly Portfolio Updates – December 2014




Looking back, it is really amazing how I managed to build this hands-free portfolio (starting with $3000 and zero finance knowledge) within 8 years simply by changing my mindset and learning the strategies to make my money work for me, instead of exchanging my time for money.

I hope that through my blog sharing, I can help more people achieve early financial freedom, and live the lifestyle they deserve! 😀


Next week, I will be kick-starting my 2015 with a holiday to Boracay, and when I return, I will be sharing my shopping list of blue-chips and REITs which I use to build my hands-free portfolio.

Stay tuned! 😀

P.S. The very first workshop of 2015 is open for registration, limited to the first lucky 50 participants. Please register only if you will be turning up, as slots are very limited. Thanks!

Would you like to learn more about trading & investing?

Check out our comprehensive free learning resources and our free daily trading signals on our Telegram channel.

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.


8 replies
  1. Damian
    Damian says:

    Hi spencer, what is your average monthly trading income last year? I am considering joining your course. What is the course fee? The fund you traded for last time is a prop trading firm or hedge fund?

  2. Damian
    Damian says:

    Thanks spencer. May i go further to ask what are your track records in dollar sense while trading for the prop/private equity firms?

  3. David
    David says:

    Just curious, how did your 1.8% monthly loss in CFD translate to an ROI of 120% (gain) a year? And can you present a full year track record instead of extrapolating a month’s worth?

    • Spencer Li
      Spencer Li says:

      Hi David, it is based on a moving average on the past 12 months ROI extrapolated forwards. This is a more accurate measure as it incorporates the latest month results for a full year.

      • David
        David says:

        Huh? A moving average of last 12 months needs no extrapolating. If it is a moving average, it is a moving average and 12 months is what the industry uses. Are you trying to say you extrapolated beyond 12 months?

        • Spencer Li
          Spencer Li says:

          By extrapolating, I meant I multiplied the 12-month moving average by 12 to get an annualised return. This is a reasonable projection of the next 12 months returns based on the past 12 months.


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