Portfolio Review (May 2025)

Review of my Portfolio (29/05/2025)

Total unrealized profit: + 19.5 %

YTD performance: - 5.3 %

Added in May

Goal 1: ( $ 44,152.08 / $ 80,464) ⚔️

Growth Portfolio: AMZN, SMH, GOOGL, XLV

Dividend Portfolio: A17U, ME8U, BUOU, United Global Durable Equities

Portfolio Weightage

Dividend Recieved

Goal 2: ($ 7,214.16 / $ 17,117) ❤️

Dividend recieved in May = $ 3,395. 06

Highest dividend ever received. Thanks to the banks.

**US Market Review (Opinions) as in 16 May

• As shared previously , market had already bottomed. The MA have crossed and turned, S&P500 have rebounded strongly in May.
• Those who did not sell out and continued to buy in should see a good profit.
• However, the price is over extended, too far fro MA, and I expected a pull back or price consolidation.
• XLK, XLC, XLY sector ETF are also overextended since these are the major contributor of S&P500.

Sector Rotation Strategy for Parking Money (as in 16 May)

• There is a clear divergence between the S&P500 and the healthcare sector and I believe it is near the bottom, based on the price of monthly chart.
• However, there is no clear reversal signal yet higher high and higher low. Price consolidation is expected.
• I setup a temporary medium-term position to park my investment money while waiting for the pull back of general market or the next downturn for the tech sectors.
• Will be buying in small amount, because i have other things to buy, money not enough. 😂

PLAN

• During Price consolidation phase: Entry Price: $131 & below at every waves.
• Reversal phase: Continue to accumulate until price reach $140 as normal monthly DCA
• Exit: Price reached at least $160

Daily Chart