Monthly Portfolio Update & Current Holdings for March 2015

For this month, we have decided to reveal our new “Investment Wheel” fund strategy, where we use Trading Accounts to generate new cash every month, which we use to channel to our Investment Portfolio of different asset classes. This is the fastest way to build a passive income portfolio that can perform consistently in any kind of market condition. I will be sharing more of this in my new seminar.

These asset classes are Cash, Bonds, Funds/ETFs, REITs, Stocks, Commodities, Real estate. The idea is that every asset class has its ups and downs, so diversifying across different asset classes will provide truly stable passive income, whether either market is up or down. Hence, the idea is to focus on buying whatever asset class is cheapest (at the low of its cycle) at this point of time.

For my portfolio, I currently have about 25% in a market neutral fund to help generate consistent returns and reduce volatility. For this month, I have also added 3% of real estate investments, to increase the diversification. I also added Sabana REIT to increase my REITs holdings.

Going forward, I am looking to increase some holdings in stocks (most likely commodity and oil counters), as well as commodities (oil, metals, etc). Interestingly, 2015 is a potentially very bullish year for stocks (I will be covering this in my new seminar as well :D), and we have started to spot some new breakouts.


I am glad to announce that together with my students in the new LIVE! Trading Groups for stocks and forex, we have achieved an ROI of 10.0% for CFDs and an ROI of 18.0% for forex for this month.

Keep up the good work, and strive for even better returns next month! Cheers! 😀

Revealed: Full Portfolio Current Holdings!

Here are my current holdings as at the end of March 2015:
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portfolio updates march 2015



Looking back, it is really amazing how I managed to build this passive income 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! :D

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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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