Monthly Portfolio Update for November 2015 & Market Outlook

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 better than expected (211k vs. 200k), which significantly increases the chance of a rate hike in December. The FOMC decision will be on 17 December.

Based on the current climate, the asset classes that are likely to do well in the medium term are US stocks and the US Dollar. Hence, holding equities demonimated in USD will give us exposure on both fronts. Bonds will start on a major downtrend, hence I am not holding much of that. Commodities are likely to remain weak in the medium-term, but my plan is to accumulate them at low prices for the long-term.

Monthly Portfolio Updates November 2015

For my total assets, 11% was used for trading, while 48% was used for investing (the market portfolio), while the rest (41%) was savings, non-investment assets, and other various investments.

For the market portfolio allocation, there was a small amount in bonds (10%), slightly more in stocks (25%) and commodities (18%), but the bulk was in cash (47%), since I liquidated most of my stock positions before the August crash.

Revealed: Current Trading Positions & New Trading Opportunities

Here are my current open positions, as well as new trades that are waiting to trigger:
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Open positions 071215

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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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