I think my US portfolio warrants a page on its own apart from my holdings in Malaysian stocks.
I’ve found investing in the US to be much easier compared to Malaysia. Mainly because of the sheer volume of trades in a day. Also, they’re much, much more transparent.
I’ll only be updating my holdings and gains in percentage %.
I use eToro as my broker and if you’re keen to invest in the US with eToro, you can start hERE.
Copying and Mirroring My Portfolio
To all my valued Copiers.
I am on eToro as a popular investor. Copying is an interesting feature on eToro where everyone is free to copy someone’s portfolio and future trades.
This is the closest I will ever get to my dream of managing a fund. As such! I’ll treat all of you as stakeholders.
If you choose to copy me, here are a few things to know.
I am on eToro as dividendmagic.
You can register for an eToro account hERE
When you copy, you instantly trade whatever I choose to trade in. Whether it is a buy / sell position, you instantly mirror and copy it. So you don’t have to worry about any lag in between.
On eToro, I will be focusing on long term growth investing. Dividends will not be a focus because we are subject to withholding taxes. You won’t be able to see my actual portfolio value, only in % terms but I have the bulk of my investment portfolio in US stocks.
I will apply both fundamental and technical analyses. I will not be using leverage and I have a CAGR target of at least 10%.
If you are copying, do copy all open trades. If you are new to investing and/or want to be hands-off, you can copy 100%. I will do all the work.
Most people choose to place 50% or more in copying me. I’d also recommend a minimum copy amount of at least $500 for the first time. And of course, continue adding to that $500 as you are able to. I target to add more capital every quarter. And finally, remember that you’re copying for the long term (>2 years).
As always, onwards and upwards and I will continue to procure long-term gains for everyone onboard. And most of all, thank you for trusting me, and let’s look forward to the next 20 years of gains together.
Freedom Fund (USA)
March 2021 Update
Markets have been going down for March. Will be looking for opportunities to buy and sell. Added Rolls Royce, Logitech and Berkshire Hathaway to the portfolio.
February 2021 Update
We’re at 100% gain for SE Ltd! This is including the latest addition of more shares in January.
Palantir went up to a 100% gain for me this month as well but dropped to about 70% as of today.
Added Charles Schwab to the portfolio.
Sold Facebook and Salesforce as I try to reduce exposure to tech stocks a little. Will be looking to add some traditional stocks to the portfolio.
As for copiers, just about touching 100 of you now. Thank you for the trust and let’s move onwards and upwards!
January 2021 Update
SE Ltd is showing a lower return compared to December 2020 because I actually added more units to the portfolio.
Bought into ARKK as it was added to eToro. Also added some Unity and Facebook to the portfolio. Getting really heavy into the tech sector.
Will be looking to add some capital in soon to move into more traditional sectors.
December 2020 Update
As we head into December, here’s my US Portfolio’s X-Mas update!
Bought Salesforce, Unity
As 2020 comes to an end, I will be reorganizing my portfolio updates. It’ll follow the usual Freedom Fund’s format. You’ll only be seeing yearly updates for previous years. I’ll still be updating monthly come 2021.
August 2020 Update (The Beninging)
Sea Ltd [SE] (+34.08%)
Microsoft [MSFT] (+7.15%)
Walt Disney [DIS] (+23.73%)
Raytheon Technologies [RTX] (-3.43%)
JP Morgan Chase & Co [JPM] (+3.60%)
Adidas [ADS.DE] (-1.86%)
Activision [ATVI] (+15.60%)
Amazon [AMZN] (+11.46%)
Google [GOOG] (+17.77%)