Our 2022 portfolio this year started on Feb 7 with US$224,115, as mentioned in the previous issue. Table 1 shows the allocation for the 10 stocks for our virtual portfolio, which we have attempted to equally allocate, using closing prices from Feb 7. It is to note that as per our previous portfolios, we will not account for transaction costs and exchange rate fluctuations in tracking the performance of our portfolio. Dividends and capital changes to the stocks, on the other hand, will be accounted for in tracking the performance of the portfolio.
We will buy, sell, add or reduce the holdings in the 2022 portfolio based on our discretion. Some stocks are generally riskier and when their investment thesis have changed or they have achieved their target prices, this would warrant a transaction in the portfolio. Similar to last year, we will have a trackable virtual portfolio for our stock picks, which will enable our readers to reallocate their portfolios if they wish to mirror our stock picks and portfolio, which will be published in issues whenever there are changes to the portfolio mix.
Disclaimer: This is a virtual portfolio for information purposes only and does not constitute a recommendation or solicitation or expression of views to influence readers to buy or sell stocks, including the stocks mentioned herein. This portfolio does not take into account the investor’s financial situation, investment objectives, investment horizon, risk profile, risk tolerance and preferences. Any personal investments should be done at the investor’s own discretion and/or after consulting licensed investment professionals, at their own risk
