I started a new investing and trading portfolio in April 25 with USD45k capital to rebuild what I have lost in the trading disaster that happened in Feb 25. After the two profitabe months of April and May, my portfolio has grew to USD48k. In this post, I wish to share an update on the portfolio, and that includes the current shares and options contracts I am holding.
Capital Allocation
My USD48k capital is allocated in 3 baskets: Options Contracts, Shares and Spare Cash. I have reduced my spare cash allocation from the previous 79% to the current 30% as I used it to buy stocks and options.
What’s Inside Each Bucket
The stocks and options contracts that I currently hold are shown in the below tables. For options contracts, I have a mixture of CSP and Buy CALL/ PUT contracts.
Stock Portfolio
Options Contracts (CSP & LEAPS)
If you are keen to follow me on this journey to restart and grow my portfolio (investing & trading) from USD45k to USD100k and beyond, or you need some reference on what to buy/ trade, you can follow me (for free!) on my Patreon page.
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I usually post my trades on the same day that I execute them, and share the reasons why I execute them, so it is the fastest update that you can get regarding all the changes to my investment & trading portfolio.
I hope you find this portfolio sharing useful and if you have further queries, feel free to leave them in the comments or drop me an email. I wish you every success in your investing journey and may you find joy in this journey of wealth building.
*** FREE BEGINNER GUIDE TO OPTIONS TRADING ***
Keen to learn about options trading but do not wish to pay for expensive courses, this newbie guide will help gain the knowledge and fundamentals to understand options better. And it’s totally free!
The Newbie’s Guide To Options Trading
*** FINANCE BOOKS ***
If you are new to investing, options trading or personal finance and would like to get yourself educated about the fundamentals, you may want to consider these very popular and highly recommended books: One Up On Wall Street, The Psychology of Money, Rich Dad Poor Dad,
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