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My objective is a 15% return without too much fluctuation. Details inside

hilo(still mellow)
本文发表在 rolia.net 枫下论坛Allocation:

40% in China ETF ( FXI) and Asia fund (Fidelity Asia): Asia will continue to outperform this year. For China stocks, the HK listed is a better deal than the SH or SZ listed now; Expect 20% return.

20% in Global Equity (Trimark fund): that’s my exposure to Europe and Latin America. Expect 15% return.

15% in Austraila ETF (EWA): Defensive play on Asia growth. It’s a resource driven economy but better positioned than Canada because of it’s geographical proximity. Expect 20% return.

15% in Canada: Just to show my patriotism. 10% in Energy (XEG) and 5% in TSX. Expect 10% return.

10% speculative: I’ll wait for market shocks before I buy stocks on my watch list, as I don’t think I am a good stock picker. Before that happens, this portion will be invested in money market. Options trading is also within this limit. Expect 15% return.

You might have noticed that there is no bond, no balanced fund. Yes, I only use mutual fund when I can’t find a good ETF. And we can discuss the pro and cons for that…更多精彩文章及讨论，请光临枫下论坛 rolia.net
(#126@43)
Last Updated: 2007-4-18
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Replies, comments and Discussions:

  • Discussion: What is your 2007 return objective and what is your strategy to achieve it? -hilo(still mellow); 2007-4-18 (#115@43)
    • ohoh, a big question!! where those famous analysts in this forum? -chu.ge(楚格); 2007-4-18 (#116@43)
    • 7%. Just to beat the interest rate. Bottom fish. -ccloafer(梦游加拿大); 2007-4-18 (#118@43)
      • 啊？梦游半天就就就7%ya，你保重呀！:))) -chu.ge(楚格); 2007-4-18 (#122@43)
        • 我仓位一直在1/5以下, 7%的收益已经相当困难了。今年两次到这个预期，又都跌回去了，这个时机总是拿捏不准。 -ccloafer(梦游加拿大); 2007-4-18 (#175@43)
          • 为什么不把仓位定在2/5？不早就实现目标了。 -lovestock(stocklover); 2007-4-18 (#190@43)
            • 新手，不熟，心理承受能力有限：） -ccloafer(梦游加拿大); 2007-4-18 (#191@43)
              • 你这是真谦虚啊, 还是在调理人啊? 我看你是手从未停过啊. 快手要么死的爽, 要么就是股坛杀手. 7%??? 单做期权啦, 薄做一次60%也是经常性的. 你做一次就收手得了 -wavewatcher(曹操); 2007-4-19 (#195@43)
    • Double, or triple, or quadraple. In one word, beat the Chinese market (Shanghai). Haha! -wang-lao-wu(钻石王老五); 2007-4-18 (#120@43)
      • another dreamer here :))) ??? that is Mission Impossible!!?? hehe -chu.ge(楚格); 2007-4-18 (#123@43)
        • Just kidding. We can only make a few pennies in the North American Market. We don't have courage to confront with our neighboring Chinese A-shares friends -wang-lao-wu(钻石王老五); 2007-4-19 (#200@43)
          • yeah. sometimes jealous!!! :) If I could, I hope to take a chance to visit our neighbor. :))) read the news? China's GDP up 11.1% in first quarter. Government is trying to cool the economic down however buddy in North American is trying to shake it up!! -chu.ge(楚格); 2007-4-19 {30} (#202@43)
            What a difference! sigh.... :)
    • 这问题放在隔壁, 应该会minimum 100%. -dusk(~小桥流水~); 2007-4-18 (#125@43)
    • My objective is a 15% return without too much fluctuation. Details inside -hilo(still mellow); 2007-4-18 {1054} (#126@43)
      本文发表在 rolia.net 枫下论坛Allocation:

      40% in China ETF ( FXI) and Asia fund (Fidelity Asia): Asia will continue to outperform this year. For China stocks, the HK listed is a better deal than the SH or SZ listed now; Expect 20% return.

      20% in Global Equity (Trimark fund): that’s my exposure to Europe and Latin America. Expect 15% return.

      15% in Austraila ETF (EWA): Defensive play on Asia growth. It’s a resource driven economy but better positioned than Canada because of it’s geographical proximity. Expect 20% return.

      15% in Canada: Just to show my patriotism. 10% in Energy (XEG) and 5% in TSX. Expect 10% return.

      10% speculative: I’ll wait for market shocks before I buy stocks on my watch list, as I don’t think I am a good stock picker. Before that happens, this portion will be invested in money market. Options trading is also within this limit. Expect 15% return.

      You might have noticed that there is no bond, no balanced fund. Yes, I only use mutual fund when I can’t find a good ETF. And we can discuss the pro and cons for that…更多精彩文章及讨论，请光临枫下论坛 rolia.net
      • awesome!!! this portforlio is allocated by different market. how about by different industies? -chu.ge(楚格); 2007-4-18 (#127@43)
    • 30%, if possible, 50%. However I wouldn't mind 100%. :-) -colourwolf(色狼); 2007-4-18 (#176@43)
    • 15%, 上不封顶 -lovestock(stocklover); 2007-4-18 (#187@43)
    • 10-12% -diaocaobi(diaocaobi); 2007-4-19 (#217@43)
      • I have 70% cash -diaocaobi(diaocaobi); 2007-4-19 (#221@43)
        • I have 50% cash and I dare not to take long position unless I see the pull back -wang-lao-wu(钻石王老五); 2007-4-19 (#275@43)

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