Hello everyone, I am Cat Brother, a 90s-born individual dedicated to becoming wealthy through financial investment.
Unknowingly, the year 2025 has already completed half, and it's time to summarize and review my investments from the first half of the year. Before that, let's take a look at the performance of global risk assets and see what my friend DeepSeek has provided me.
Now, let's check the performance of my portfolio. Why haven't I shared the recent six months' chart, but rather the last two years?This is because in the recent six months, I have only outperformed the Hang Seng Index by 1.75%., there is not much attractiveness, so I made some calculations, hahaha~
Currently, there are 140 Stocks in my Hong Kong and US stock holdings, with the proportions shown in the chart below. The top five holdings account for 36%, maintaining myprinciple of diversified investment—no single holding accounts for more than 10%.Of course, this statistic from Futu has some slight deviations because it counts each Options trade as a holding. In reality, the number of my stock holdings is probably around 50 to 70. Why this number? I previously talked about it in this article.[ETF100 Plan] How to use on-exchange ETFs to build a complete asset allocation portfolio at a low cost?The risk level of a portfolio containing 50 securities is roughly equivalent to the market risk level, and it has basically reached a point where there is no further risk to diversify.
The Funds' Hold Positions also continue my style of diversified investment and major asset allocation~
Because I have a habit of recording every Trade, let's take a detailed look at what Trades I made in the first half of this year~
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