Monthly Portfolio Update for October 2015 & Market Outlook

For the month of October, the stock markets did relatively well, after the poor NFP results in September suggested a low chance of a rate hike in October.

The top gainers were the Shanghai Stock Exchange (China) and the DAX (Germany), followed by the US markets and the Nikkei (Japan). The USD also appreciated 4.6% for the past month.

At the other end of the spectrum, commodities like gold, silver and oil suffered the most, with declines ranging from 6-11%.

As commodities continue to weaken further, I will continue accumulating small positions to patiently await the next cycle.

synapse stock screener 081115

Here is the snapshot of my portfolio at the end of October 2015:

For my total assets, 17% was used for trading, while 40% was used for investing (the investment portfolio), while the rest (43%) was savings and non-investment assets.

For the investment portfolio allocation, there was a small amount in bonds (3%) and real estate (4%), slightly more in stocks (17%) and commodities (14%), but the bulk was in cash (65%), since I liquidated most of my stock positions before the August crash.

Revealed: My Monthly Portfolio Allocation & Components

Here are my current open positions as at 01 November 2015:
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One of the major themes in the market is the interest rate decision, as a hike in interest rates will signal a change in the TREND of the interest rate direction, which will set the tone of the market direction for various asset classes, including stocks.

The recent NFP on Friday was much better than expected (271k vs. 180k), which increases the chance of a rate hike in December. Stock markets are likely to react negatively for the upcoming month, till we see the results of the next NFP on 4th December. The FOMC decision will be on 17 December.

In my next FREE seminar, I will reveal the strategy behind my new portfolio construction, and how you can create your own portfolio from scratch. With such a portfolio, you will only need to rebalance it once a month, leaving you to enjoy the rest of the month off, while continuing to receive passive income returns of 10-15%.
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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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