• The Mediocre Investor

My Portfolio - February 2020

Updated: Feb 22


*Portfolio return takes into consideration brokerage costs of $50 per trade.

*Mostly fundamental analysis for the selection of stocks while leveraging on technical analysis to obtain entry/exit prices.


Summary:

TSLA and Mutual funds contributed the most to the portfolio return. On the other hand, CAO and brokerage commission ($50 per trade) resulted in a lower portfolio return than expected due to a higher number of trades.


There will be a few changes to the portfolio in the coming months:


1) Reduce number of trades - To reduce commission costs

2) Including dividend stocks to the portfolio - To yield passive income

3) Constantly investing in China mutual funds - To average the share price while taking advantage of the China market downturn from the corona-virus

4) Diversification of portfolio - Current portfolio is bias towards electric vehicle prospect resulting in higher risk in portfolio


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