Thematic Portfolio March 1st 2023
Changes from the previous portfolio highlighted in red
Thematic Portfolio March 1st 2023
| Theme | Instrument/Ticker | Description/Name | Change from prior month | Current suggested weighting | Maximum suggested weighting |
|---|---|---|---|---|---|
| Long HK/China | Increase | 15-20% | 25-30% | ||
| 2800 HK | Hang Seng Index tracker | ||||
| 3033 HK | Index of China tech names | ||||
| 2823 HK | Index of large cap China listed names | ||||
| 3147 HK | Index of domestic China smaller tech names | ||||
| 0069 HK | Shangri La hotels | ||||
| 0178 HK | Sa Sa | ||||
| 0590 HK | Luk Fook Holdings | ||||
| Long Japan | Increase | 15-20% | 10-20% | ||
| 8306 T | Mitsubishi UFJ | ||||
| 8002 T | Marubeni | ||||
| 6301 T | Komatsu | ||||
| 8053 T | Sumitomo | ||||
| Short US markets | Increase | 10-12% | 10-15% | ||
| QQQ | Nasdaq tracker | ||||
| IWM | Rusell 2000 | ||||
| XRT | Retail ETF | ||||
| XLY | Consumer Discretionary ETF | ||||
| Precious Metals | Increase | 10-15% | 15-20% | ||
| GLD | ETF holding physical gold | ||||
| SLV | ETF holding physical silver | ||||
| GDX | Index of large cap gold miners | ||||
| GDXJ | Index of mid-cap gold miners | ||||
| SIL | Index of silver miners | ||||
| SILJ | Index of junior silver miners | ||||
| Energy | 10-15% | 15-20% | |||
| XLE | Index of large cap oil stocks | ||||
| XOP | Index of oil exploration stocks | ||||
| U.UN | ETF holding physical Uranium | ||||
| TNK | Transportation of Oil products and LNG | ||||
| GLNG | Transportation of LNG | ||||
| UNG | Fund holding Natural Gas Futures | ||||
| Other commodities | 5-10% | 10-15% | |||
| MOS | Fertiliser Company | ||||
| XME | Metals and Mining ETF | ||||
| FX | 10% | 10% | |||
| UUP | Fund tracking the dollar index | ||||
| Cash | |||||
| FDRXX | Fidelity Government Money Market Fund | Decrease | 32-35% |