facebook[Rate My Portfolio] Can someone help to review my portfolio? My portfolio is currently at 7% profitability, excluding all the dividends received in the past. I feel that there are still rooms for improvement. - Seedly

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Anonymous

25 Apr 2021

โˆ™

Stocks

[Rate My Portfolio] Can someone help to review my portfolio? My portfolio is currently at 7% profitability, excluding all the dividends received in the past. I feel that there are still rooms for improvement.

Can the community help me review my portfolio, and drop me some areas of improvement?
Here are my stocks and ETFs holdings, and the weightage on my overall investment portfolio.

SGX Listed Stocks:
DBS Bank - 4.0%
Singtel - 2.3%
Lendlease REIT - 1.1%
Mapletree Com Tr - 3.2%
OCBC Bank - 3.2%
Micro-Mechanics - 4.7%
Hong Kong Land - 2.1%

SGX Listed ETFs:
STI ETF - 12.3%

Hong Kong Listed Stocks:
Bank of China - 1.8%

US Listed Stocks:
Alphabet Inc - 4.2%
Apple - 1.5%
Beyond Meat - 1.5%
Facebook - 3.4%
Diageo plc - 0.7%
JP Morgan - 2.8%
NIO - 2.0%
Palantir - 2.5%
Xpeng - 0.7%

US Listed ETFs:
ARKK - 1.2%
BETZ - 2.7%
ARKG - 0.2%
VOO - 0.3%

Bonds:
Astrea IV - 3.0%
Astrea V - 2.9%
Singapore Savings Bond - Everything else

Discussion (25)

What are your thoughts?

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I'd recommend to sell all those items.

Stock picking does not work, even not for finance professionals on long term perspective.

Then buy and periodically reinvest into a single 'world' stock ETF

that is cheap (TER) and large (AUM more than 200 mio USD equivant), f. ex.

an MSCI ACWI ETF

or

an FTSE All-World ETF

excellent past performances (better than your bank advisor)

no stock picking worries

keeps it simple (= beautiful)

some thoughts here:

https://seedly.sg/questions/what-is-your-genera...

My own opinion

this portfolio is spread too thin , focus on a few highest conviction stocks

View 1 replies

It's a nicely constructed portfolio. Your annualised returns, including dividend, may be closer to 9-10%.
Maybe u can wind down your exposure in STI ETF. STI heavily skewed by Financials, which u have DBS n OCBC. Reallocate to VOO to improve overall returns.

I think you may have spread yourself too thin.

My fund investment at average 75% PA...

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