Thursday, May 13, 2021

[INVESTMENT] MEMO - 14.05.2021

Indeed a rough week for S&P500, NASDAQ and DOW JONES.


WATCHLIST


Over the past 12 months i have been enlisting companies that I feel comfortable with into my watchlist. They are companies both listed in HKSE and USA.


HKSE: Meituan, Xiaomi, PingAn

USA: Netflix, Microsoft, Disney


COMPANIES


Due to this week’s rough declines, I have taken this opportunity to add more position to my portfolio. I have added more fund to PingAn and Netflix which I strongly believe they are going to do very well in the next 5 to 10 years.


Apart from that, I have opened a few new positions in Meituan, Microsoft and DISNEY. I may talk about them in details as to why I invested in these great companies. In short, the main reason of my investment is that all these companies have a strong business moat and market share in their respective industry.


I may add more position to DISNEY in the near future. It has just released its earning results and it has missed on its subscribers and revenue. However, I believe DISNEY is able to utilise and monetise its IP strongly once again when the economy is opening up.


RISK


Further to the above, I also allocated a small portion of the fund to invest in a cryptocurrency. The fund I used to invest in cryptocurrency is only about 2.5% out of the value of my portfolio. 


I bought XRP Ripple and intent to hold for quite some time. This is the first time ever I touched on cryptocurrency. I fully understand the risk behind such move and I intent to keep the portion of cryptocurrency out of my whole portfolio as low as possible.


Stay safe.


Norman Liew

MNMLH

14.05.2021




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