Monthly Portfolio Update for December 2015 & Market Outlook

For the month of December, there was not much changes, as no new purchases were made, since the market was pretty quiet during the holiday season.

However, it was a good time for us to look back and review our portfolio strategy, which has these 3 criteria in order of importance:

  1. Preservation of capital
  2. Steady capital appreciation
  3. Passive income generation

In line with our strategy, we will continue to monitor the asset rotation cycle to buy cheap assets, and also start the hunt for high-yield assets to generate more passive income.

Monthly Portfolio Update December 2015

For my total assets, 13% was used for trading, while 43% was used for investing (the market portfolio), while the rest (44%) was savings, real estate, and other investments.

For the market portfolio allocation, there is a small amount in Fixed income (10%), slightly more in stocks (30%) and commodities (20%), and the bulk remains in cash (40%).

For more on the market outlook for 2016, you can check out my previous post here:

Good luck, and may 2016 be as fruitful as 2015! 😀

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About the author

Spencer Li is a self-made millionaire trader & investor, who achieved financial freedom at 27, having to date accumulated a diversified portfolio of properties, stocks, REITs, and 10+ businesses across different industries. As a professional trader, he has over 10 years of market experience, and has been featured on more than 20 occasions in the media.


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