A high conviction stock portfolio targeting leading Asian stocks. As Asia transitions from an export manufacturing hub to a global driver of consumptions, Asia’s leaders today may become the global leaders of tomorrow.
2019 | 2020 | 2021 | 2022 | 2023 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | 11.98 | 20.35 | -14.22 | -16.29 | 10.57 | 1.64 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 3.43% | 16.8% | 3.2% |
Equity | 99.52% | |
Fixed Income | ||
Commodities | ||
Cash | 0.48% |
Australia | 5.99% | |
China | 31.61% | |
Hong Kong | 6.42% | |
Japan | 38.13% | |
Singapore | 9.05% | |
Indonesia | 2.65% | |
South Korea | 3.28% |
Financials | 6.7% | |||||||
Industrials | 9.69% | |||||||
Consumer Discretionary | 27.9% | |||||||
Real Estate | 3.23% | |||||||
Consumer Staples | 6.23% | |||||||
Materials | 2.74% | |||||||
Healthcare | 3.15% | |||||||
Utilities | ||||||||
Technology | 17.52% | |||||||
Energy | 4.14% | |||||||
Communications | 18.23% |
Asset Class | Weight (%) |
---|---|
1. Tokyo Electron Ltd | 4.83% |
2. PetroChina Co Ltd | 4.27% |
3. Mitsui & Co Ltd | 4.12% |
4. Denso Corp | 3.94% |
5. Nintendo Co Ltd | 3.59% |
6. DBS Group Holdings Ltd | 3.54% |
7. Samsung Electronics Co Ltd | 3.39% |
8. MINISO Group Holding Ltd | 3.36% |
9. Industrial & Commercial Bank of China Ltd | 3.36% |
10. Swire Properties Ltd | 3.33% |