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TKL Portfolio as at 29/07/2023
29 Jul 2023 (2970 views)  

Several people expressed interest in my portfolio. In this article, I present a breakdown.

The capital in my portfolio is $4,040 k. I started the portfolio 3 years ago with $1 million and added to the portfolio over the years. The current value of my portfolio is $4,683 k million giving me a portfolio gain of $643k. All figures are converted to SGD

Most of my stocks are kept in my POEMS account. The breakdown of the market values is SG (6.1%), HK (46.8%) and US (51.8%). The percentages are calculated on the capital of $4,040k. They add up to more than 100% because of the portfolio gain.

I have $182k (4.5%) in cash, waiting to be invested. I have $272 k (6.7%) invested in the Tiger account for short term trading. I find this platform to be more convenient for trading. 

My largest holdings are:

Tesla (43.5%), Cosco Shipping (8.0%), China Petroleum (7.2%), ICBC (7.1%), Country Garden (6.4%), Kerry Prop (5.7%), China Railway (4.2%) and PICC (3.7%).

I am overweight in Tesla at 43.5%. I have special knowledge of this stock and am confident of its long term future. However, I will probably bring down the investment to 20% of the portfolio. 

My other large holdings are in China stocks traded in HK. They total 46.8% of my portfolio. My holdings in SG stocks are relatively small.



 

TKL Portfolio as at 29/07/2023
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Several people expressed interest in my portfolio. In this article, I present a breakdown.

The capital in my portfolio is $4,040 k. I started the portfolio 3 years ago with $1 million and added to the portfolio over the years. The current value of my portfolio is $4,683 k million giving me a portfolio gain of $643k. All figures are converted to SGD

Most of my stocks are kept in my POEMS account. The breakdown of the market values is SG (6.1%), HK (46.8%) and US (51.8%). The percentages are calculated on the capital of $4,040k. They add up to more than 100% because of the portfolio gain.

I have $182k (4.5%) in cash, waiting to be invested. I have $272 k (6.7%) invested in the Tiger account for short term trading. I find this platform to be more convenient for trading. 

My largest holdings are:

Tesla (43.5%), Cosco Shipping (8.0%), China Petroleum (7.2%), ICBC (7.1%), Country Garden (6.4%), Kerry Prop (5.7%), China Railway (4.2%) and PICC (3.7%).

I am overweight in Tesla at 43.5%. I have special knowledge of this stock and am confident of its long term future. However, I will probably bring down the investment to 20% of the portfolio. 

My other large holdings are in China stocks traded in HK. They total 46.8% of my portfolio. My holdings in SG stocks are relatively small.



 

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I do not hedge my portfolio. I prefer to ride up and down. It will sort itself out over a few weeks.

Tan KL  29 Jul 2023  

Do you hedge any of your positions to lock in profits or protect your downside?

Harsha  29 Jul 2023  

I compared Tesla and BYD before investing more in Tesla. BYD had a low profit margin. Tesla had a large margin.

Tan KL  29 Jul 2023  

I’m surprised you haven’t invested in BYD. And I’m curious what you see in Cisco. Care to share your thoughts? Thanks

Danny   29 Jul 2023  

I did not realize that my holding in Tesla represents 45% of my portfolio. It is overweight. I will bring it down to 20%.

Tan KL  29 Jul 2023  

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