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: http://synapsetrading.com/2015/12/top-5-investment-ideas-for-2016-are-you-ready/

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

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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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%.
Check availability: http://synapsetrading.com/events/training-workshops/

Seats are very limited for every seminar, so register early to avoid disappointment! 😀

Monthly Portfolio Update & Current Holdings for September 2015

For the month of September, the markets were pretty much in a ranging mode, which is their way of taking a break after the sharp decline in August. Here is the snapshot of my portfolio at the end of September 2015:

For my total assets, 17% was used for trading, while 63% was used for investing (the investment portfolio), while the rest (20%) was savings and non-investment assets.

For the investment portfolio allocation, there was a small amount in commodities (7%) and real estate (4%), slightly more in equities (17%), but the bulk was in cash (72%), since I liquidated most of my stock positions before the August crash.

monthly portfolio updates september 2015

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.

To provide a more globally diversified portfolio, I used the Synapse Stock Screener to screen for the best undervalued assets from around the world, and for September, I added 3 new ETFs to my portfolio to take advantage of low commodity prices.

  1. United States Oil Fund LP (2%)
  2. iShares S&P GSCI Commodity Indexed Trust (2%)
  3. iShares Silver Trust (2%)

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.
Check availability: http://synapsetrading.com/events/training-workshops/

Seats are very limited for every seminar, so register early to avoid disappointment! 😀

Monthly Portfolio Update & Current Holdings for August 2015

This was a very exciting month due to market volatility, and I have been monitoring closely for good opportunities for bargain-hunting to deploy my large cash reserves.

If you haven’t read this yet, now would be a good time to understand how I avoided the recent big crash.
http://synapsetrading.com/2015/08/im-back-from-one-month-of-travelling-exciting-times-ahead/

monthly portfolio update august 2015

 

While the market has indeed collapsed quite a bit, there are still many signs that there is more bearishness to come, hence we have to be very prudent in our bargain-hunting. This means not being too aggressive or impulsive in our decision making.

The largest change in my portfolio is to rotate a large amount of my capital to some long-term forex investments, which are very liquid and can be liquidated within a few days. This is one form of low-risk cash reserves which continue to provide a decent return, as compared to money sitting in the bank.

For my bargain-hunting, I have decided to add a bit more to Keppel Corp, as I think that it is a fundamentally strong stock, which is unfortunately hit by the double whammy of weak global stock markets and low oil prices. Should nay of these 2 factors recover, it has a good chance of recovery too.

I have also decided to take a small position in First Resources, as I feel that commodities have fallen quite significantly as well.

Do note that my total stock holdings still constitute a very portion of my total portfolio, as I have more than 50% of my portfolio in cash/liquid reserves, to be fully deployed when I feel that the market has indeed bottomed.

Stay tuned!

 

Revealed: Our Current Open Positions & Watchlist

Here are my current open positions as at 02 September 2015:
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Looking back, it is really amazing how I managed to build this consistent 5-figure monthly income portfolio simply by changing my mindset and using 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 you deserve! :D

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