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October 2022 Portfolio Update
By Alpaca Investments  •  November 19, 2022
Portfolio allocation as of Oct '22.
  • SG Shares: CDG, DBS, SGX, Valuetronics
  • SG Reits: Syfe Reit+
  • US Growth: BABA, INMD, PYPL, SHOP, TDOC, UPST
While reconciling last month's numbers with this month's, I realised a small mistake. My QUAL allocation for Sep ‘22 should be 8.5%, while IQLT should be 8.7%. Thus the allocations for the rest of the Sep ‘22 numbers are slightly inflated as the QUAL and IQLT numbers should’ve been higher. In October, I continued investing aggressively and deployed a few months worth of salary. It was the highest monthly inflow for my portfolio YTD. I bought 2800HK at 15.5 HKD (avg. 22 HKD) and HSTech ETF at $0.59 (avg. $0.82) to lower my average costs for them. It may feel scary to invest in China right now, but as I don't check stock prices daily and have an extremely long time horizon, these somewhat mitigate that fear. For my SG positions, I...
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By Alpaca Investments
I'm currently an undergraduate studying accountancy in one of the local universities. My ideal career would be either in private equity or venture capital, as the analytical process involved greatly interests me. I believe in working hard, while concurrently putting our money to work. I currently have a low five-figures portfolio, accumulated from working part-time jobs, my National Service allowance and my savings.
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