⚡⚡𝑳𝒐𝒔𝒊𝒏𝒈 𝒎𝒐𝒏𝒆𝒚 𝒊𝒏 𝒊𝒏𝒗𝒆𝒔𝒕𝒎𝒆𝒏𝒕 𝒇𝒐𝒓 𝒎𝒚 𝒊𝒏𝒗𝒆𝒔𝒕𝒐𝒓⚡⚡
𝙄 𝙖𝙢 𝙣𝙤𝙩 𝙨𝙚𝙡𝙡𝙞𝙣𝙜 "𝙤𝙞𝙣𝙩𝙢𝙚𝙣𝙩" 𝒂𝒏𝒅 𝒊 𝒂𝒎 𝒔𝒖𝒑𝒆𝒓 𝒃𝒐𝒓𝒊𝒏𝒈! 🤣🤣🤣
Over my 10 years in financial industry, I have assisted my investors to make money, it all started with 5 𝒇𝒊𝒈𝒖𝒓𝒆𝒔, 𝒕𝒉𝒆𝒏 𝒕𝒐 6 𝒇𝒊𝒈𝒖𝒓𝒆𝒔 𝒂𝒏𝒅 𝒕𝒉𝒆𝒏 7 𝒇𝒊𝒈𝒖𝒓𝒆𝒔 𝒂𝒏𝒅 8 𝒇𝒊𝒈𝒖𝒓𝒆𝒔. It is a process of trust, risk management and transparency.
𝘔𝘺 1𝘴𝘵 𝘲𝘶𝘦𝘴𝘵𝘪𝘰𝘯 𝘵𝘰 𝘮𝘺 𝘪𝘯𝘷𝘦𝘴𝘵𝘰𝘳𝘴, 𝘧𝘰𝘳 $10 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘢𝘳𝘦 𝘺𝘰𝘶 𝘸𝘪𝘭𝘭𝘪𝘯𝘨 𝘵𝘰 𝘭𝘰𝘴𝘦? 𝘐𝘵 𝘪𝘴 𝘢𝘭𝘸𝘢𝘺𝘴 𝘦𝘢𝘴𝘺 𝘵𝘰 𝘴𝘩𝘢𝘳𝘦 𝘩𝘰𝘸 𝘮𝘶𝘤𝘩 𝘪𝘵 𝘤𝘢𝘯 𝘦𝘢𝘳𝘯 𝘣𝘶𝘵 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘩𝘢𝘷𝘦 𝘳𝘪𝘴𝘬 𝘢𝘯𝘥 𝘵𝘩𝘦𝘳𝘦 𝘪𝘴 𝘯𝘰 𝘨𝘶𝘢𝘳𝘢𝘯𝘵𝘦𝘦.
𝑻𝒉𝒆 𝒒𝒖𝒆𝒔𝒕𝒊𝒐𝒏 𝒊𝒔 𝒂𝒏 𝒖𝒏𝒅𝒆𝒓𝒔𝒕𝒂𝒏𝒅𝒊𝒏𝒈 𝒐𝒇 𝒎𝒚 𝒎𝒊𝒏𝒅𝒔𝒆𝒕 𝒂𝒏𝒅 𝒕𝒉𝒆𝒊𝒓𝒔. 𝑯𝒂𝒗𝒊𝒏𝒈 𝒂 𝒃𝒆𝒕𝒕𝒆𝒓 𝒂𝒍𝒊𝒈𝒏𝒎𝒆𝒏𝒕 𝒆𝒏𝒂𝒃𝒍𝒆 𝒃𝒐𝒕𝒉 𝒐𝒇 𝒖𝒔 𝒕𝒐 𝒈𝒖𝒂𝒈𝒆 𝒂𝒏𝒅 𝒇𝒆𝒆𝒍, 𝒂𝒎 𝑰 𝒕𝒉𝒆 𝒇𝒖𝒏𝒅 𝒎𝒂𝒏𝒂𝒈𝒆𝒓 𝒚𝒐𝒖 𝒂𝒓𝒆 𝒍𝒐𝒐𝒌𝒊𝒏𝒈 𝒇𝒐𝒓 𝒂𝒏𝒅 𝒂𝒓𝒆 𝒚𝒐𝒖 𝒕𝒉𝒆 𝒊𝒏𝒗𝒆𝒔𝒕𝒐𝒓 𝒕𝒉𝒂𝒕 𝑰 𝒘𝒐𝒖𝒍𝒅 𝒘𝒂𝒏𝒕 𝒕𝒐 𝒘𝒐𝒓𝒌 𝒘𝒊𝒕𝒉 𝒇𝒐𝒓 𝒕𝒉𝒆 𝒍𝒐𝒏𝒈 𝒕𝒆𝒓𝒎. 🧐🧐😎🤝🤝
As I wait patiently end of march 2021 for my service provider to provide me with the Net Asset Value (NAV) report, I knew that the fund my investors entrusted with me has nosedive at around -19%. It purely my investment strategy that I have implemented that did not work out well for the stocks that I am holding in my portfolio.
In my research and perspective, with the technology sector overweighted, institutions moving to asia and emerging market, my focus was purely on carbon footprints companies in USA and further screendown to the main key players that is the market leader and able to provide a solution for the industry. I focus on Electronic Vehicles, aka EV in short. Selected Tesla and Li Auto. Unforeseen events see that both stocks nose dive in Feb, I cut my losses half in Tesla and full in Li Auto, fearing the later resulted in a political situation and wind up like the infamous Luckin coffee.🇨🇳☕️
Another of the investment I make was in a volatility index that was implaced after last year blackswan, coronavirus. Covid-19 saw a global blackswan and my portfolio fell by -60%. It has since recovered plenty but also saw the need to adjust my strategy to include in a hedge in the event of volatility.
Going to work on to recover this lost as much as possible for my investors, investment is for the long term and ironically, the climate submit with global 40 leaders is happening and institutions begin buying into EV stocks again. Carbon footprint is here to make the world a better place.
Oh ya, and in my portfolio there is no leverage, no cryptocurrency, no futures, no forex.
✨𝑺𝒐, 𝒘𝒉𝒂𝒕 𝒎𝒂𝒌𝒆𝒔 𝒎𝒆 𝒅𝒐 𝒕𝒉𝒊𝒔 𝒃𝒖𝒔𝒊𝒏𝒆𝒔𝒔? ✨
I enjoy solving problems for my investors and i love making money for my investors. savings them on the fees and charges. I made my earnings from the performance fees, my fund make money, my investors make money, i take a cut. Simple, i work and get rewarded for my effort. And yes, no performance fees for me for the last year and this quarter.
Finally, my fund report came late April 2021 and I share the news with my investors, I shared them bravely and inform my investors what are my strategy for making the portfolio works. Going to implement for the next quarter. Wah...only left 2 months 😅😅😅
𝐖𝐨𝐮𝐥𝐝𝐧'𝐭 𝐢𝐭 𝐛𝐞 𝐚𝐰𝐞𝐬𝐨𝐦𝐞 𝐢𝐟 𝐲𝐨𝐮 𝐤𝐧𝐨𝐰 𝐡𝐨𝐰 𝐭𝐨 𝐚𝐯𝐨𝐢𝐝 𝐭𝐡𝐞𝐬𝐞 𝐩𝐢𝐭𝐟𝐚𝐥𝐥𝐬?🍀🍀✨
𝑴𝒚 𝒏𝒂𝒎𝒆 𝒊𝒔 𝑴𝒊𝒌𝒆 𝑺𝒊𝒎, 𝑰 𝒂𝒎 𝒇𝒓𝒐𝒎 𝑺𝒊𝒏𝒈𝒂𝒑𝒐𝒓𝒆, 𝒂 𝒕𝒓𝒐𝒑𝒊𝒄𝒂𝒍 𝒊𝒔𝒍𝒂𝒏𝒅 𝒊𝒏 𝒕𝒉𝒆 𝑺𝒐𝒖𝒕𝒉𝒆𝒂𝒔𝒕 𝑨𝒔𝒊𝒂 𝒕𝒉𝒂𝒕 𝒊𝒔 728.3 𝒌𝒎². I prefer to use layman terms over financial jargons for the better understanding to my group of investors. For the past 10 years, I have personally invested and assisted investors investing up to 8 figures in various investments, just to name a few: unit trust, exchange traded funds, equities, fixed income, managed portfolios. I am highly skilled in wealth management and setting up of approved legal structure to manage investors money. I am open to networking and collaborations. 𝓛𝓮𝓽’𝓼 𝓽𝓪𝓵𝓴! 😄⬇⬇⬇
𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘪𝘴 𝘮𝘢𝘵𝘦𝘳𝘪𝘢𝘭 𝘴𝘩𝘢𝘭𝘭 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘤𝘵𝘦𝘥 𝘢𝘴 𝘢𝘯 𝘰𝘧𝘧𝘦𝘳, 𝘳𝘦𝘤𝘰𝘮𝘮𝘦𝘯𝘥𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘴𝘰𝘭𝘪𝘤𝘪𝘵𝘢𝘵𝘪𝘰𝘯 𝘵𝘰 𝘤𝘰𝘯𝘤𝘭𝘶𝘥𝘦 𝘢 𝘵𝘳𝘢𝘯𝘴𝘢𝘤𝘵𝘪𝘰𝘯. 𝘛𝘩𝘪𝘴 𝘪𝘴 𝘱𝘶𝘳𝘦𝘭𝘺 𝘴𝘩𝘢𝘳𝘪𝘯𝘨 𝘰𝘧 𝘧𝘳𝘦𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘵𝘩𝘢𝘵 𝘪𝘴 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘧𝘳𝘰𝘮 𝘵𝘩𝘦 𝘸𝘦𝘣𝘴𝘪𝘵𝘦 𝘢𝘯𝘥 𝘤𝘰𝘯𝘴𝘰𝘭𝘪𝘥𝘢𝘵𝘦 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴.