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 | 70.59 | -14.22 | -16.31 | 8.7 |
Annualized Return | Standard Deviation | Dividend Yield | |
---|---|---|---|
Portfolio | 3.39% | 17.04% | 3.3% |
Equity | 99.63% | |
Fixed Income | ||
Commodities | ||
Cash | 0.37% |
Australia | 5.64% | |
China | 43.4% | |
Hong Kong | 6.54% | |
Japan | 30.04% | |
Singapore | 5.55% | |
Indonesia | 2.65% | |
Thailand | 2.92% | |
South Korea | 2.9% |
Financials | 14.96% | |||||||
Industrials | 11.7% | |||||||
Consumer Discretionary | 19.75% | |||||||
Real Estate | 3.66% | |||||||
Consumer Staples | 8.44% | |||||||
Materials | 2.79% | |||||||
Healthcare | 3.14% | |||||||
Utilities | ||||||||
Technology | 15.14% | |||||||
Energy | 4.22% | |||||||
Communications | 16.19% |
Asset Class | Weight (%) |
---|---|
1. Vipshop Holdings Ltd | 5.22% |
2. China Life Insurance Co Ltd | 4.80% |
3. Ping An Insurance Group Co of China Ltd | 4.57% |
4. China Petroleum & Chemical Corp | 4.21% |
5. Renesas Electronics Corp | 3.70% |
6. Swire Properties Ltd | 3.65% |
7. Baidu Inc | 3.60% |
8. NetEase Inc | 3.57% |
9. BYD Co Ltd | 3.32% |
10. Sony Group Corp | 3.21% |