2015 is expected to be more or less the same as 2014, at least according to experts out there. GDP growth will be muted and the S’pore economy will experience growth but not a lot. In this environment, it will be difficult to have a board based kind of rally we have experienced a few years back after the financial crisis, but rather stock picking on selected stocks which might outperform others in this market.

Therefore, my portfolio strategy for 2015 will be as follows:

1. Look for deep value stocks and overweight them. This strategy has served me well in 2014 and I will continue with this strategy. I have not avoided the downturn in commodities and oil related counters in 2014, but the overweight and focus on value stocks had somewhat allowed me to reduce the volatility of my portfolio. Many stocks in the property sector, finance, retail …