+52.5% vs the MSCI ACWI +14.3%
Avg. equity exposure 75%
JD.com & Freeport primary positive contributors
Concentrated portfolio of 3~5 stocks (target allocation 15~25% per name) - with tight risk management
*Returns represent internal portfolio results, calculated as the money weighted rate of return (USD). Periods prior to SFO inception (17Apr20) represent personal account returns.
You understand that no content published on this site constitutes a recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific persons. No blogger, authors, information providers are advising you personally concerning the nature, potential, value or suitability of any particular security, portfolio of securities, transaction, investment strategy, or other matter.
All content presented is as at the date of publish, and may be superseded by subsequent market events or for other reasons.
The content of the site is not intended to provide tax, legal, insurance or investment advice, you are responsible for such undertakings.
The author, blogger, or content link may or may not have positions in securities or assets mentioned, and does not receive compensation for content provided or have a business relationship.
Stellar James website disclaimer upon entering, applies to all blog and other website content.