Monthly Portfolio Update for Septmeber 2016 – Holding Steady & Waiting

This month, there wasn’t much change in the markets, hence the allocation hasn’t changed much, but going forward the Deutsche Bank fiasco might have far-reaching effects which could trigger a market correct in the upcoming months. Hopefully this is not the start of the chain of dominoes.


I will be travelling overseas much of October, and I will be keeping an eye on the news as well, just in case there is any opportunity to deploy some of the capital in my bloated warchest. 😀


For my current allocation, cash and real estate (allocation budget) still remains the bulk of my portfolio, at 24% and 38% respectively. Fixed income consists of 11%, which is very close to the target allocation of 15%. Our Gold holdings also remain constant at 3% of our portfolio.

For September, we had pretty decent trading gains for stocks and for forex, which we withdrew and added to our warchest of cash reserves. This is in line with our strategy to keep a fixed trading capital base, since we only need a fixed capital base to consistently generate monthly returns.


Here are my current holdings as at the end of September 2016:
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For more insights into my portfolio construction, and how you can create your own customized portfolio, I will be touching more on it during my “Trading Foundation Workshop”, where I will cover all the essentials to kickstart your trading & investing journey. Check availability:

Good luck! 😀

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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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