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.
2018 | 2019 | 2020 | 2021 | 2022 | YTD | |
---|---|---|---|---|---|---|
Portfolio (%) | -11.52 | 11.98 | 20.35 | -14.22 | -16.29 | 0.08 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 2.27% | 16.93% | 3.7% |
Equity | 99.45% | |
Fixed Income | ||
Commodities | ||
Cash | 0.55% |
Australia | 6.49% | |
China | 38.01% | |
Hong Kong | 5.8% | |
Japan | 29.58% | |
Singapore | 9.98% | |
Indonesia | 2.94% | |
Thailand | 3.4% | |
South Korea | 3.25% |
Financials | 13.13% | |||||||
Industrials | 11.95% | |||||||
Consumer Discretionary | 18.47% | |||||||
Real Estate | 2.82% | |||||||
Consumer Staples | 11.04% | |||||||
Materials | 3.57% | |||||||
Healthcare | 3.04% | |||||||
Utilities | ||||||||
Technology | 15.61% | |||||||
Energy | 3.05% | |||||||
Communications | 17.32% |
Asset Class | Weight (%) |
---|---|
1. PDD Holdings Inc | 5.55% |
2. NetEase Inc | 4.55% |
3. DBS Group Holdings Ltd | 3.79% |
4. Nippon Telegraph & Telephone Corp | 3.66% |
5. BHP Group Ltd | 3.52% |
6. Alibaba Group Holding Ltd | 3.51% |
7. BYD Co Ltd | 3.49% |
8. Industrial & Commercial Bank of China Ltd | 3.47% |
9. Thai Beverage PCL | 3.45% |
10. Tokyo Electron Ltd | 3.42% |