This portfolio is a mock-up model to test the investment thesis of the author for illustrative and educational purposes. The stock transactions in this portfolio may or may not reflect the actual actions of the author.
The Stock Sniper's Portfolio:
Initial size: S$100,000
Investment objectives:
1. Capital gains by investing in:
(i) undervalued stocks with high margin of safety;
(ii) stocks that are mispriced due to one-off events or temporarily out-of-favour by Mr Market; and
(iii) tactical trades that may use technical analysis (TA) to identify entry points into great stocks in long-term bull run
2. Generate passive income through dividends received
Investment allocation & assets:
- To form portfolio with 5 to 8 stocks based on stocks featured in Hunting For Value
- Equity, REITs and ETFs in all markets, including Singapore, Malaysia, Hongkong, US etc
Assumptions:
- Transaction costs, which are expected to be insignificant, are ignored for simplicity of recording
- Dividends are recorded on ex-date
