I have been hunting for new stocks to add to portfolio beyond the magnificent 7 i.e. the usual Big techs which have dominated US market returns since last year.

As you know, I have been adding to some new international / non-US stock positions per last few trade alerts. Recently, I added to another new name in the portfolio, which I believe has a long runway to multi-year growth and currently trades at a reasonable valuation.

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Last week, I highlighted I added to HDFC Bank stock recently in India to take advantage of the recent stock weakness. This week, I continued to increase exposure to select emerging markets via stocks and ETFs where risk/reward is again looking attractive.

LATEST TRADES:

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Continuing on the portfolio rebalancing in light of the investment opportunities areas I highlighted earlier this month, I made the following trades for the portfolio in the last few days.

LATEST TRADES:

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After a nice 2023 when The Edge portfolio had a solid return and outperformed the benchmark, we now think ahead on 2024 portfolio positioning.

This week, I planned out my strategic asset allocation and identified some of the areas where investing opportunities exist. Will be sharing a full note on that in the coming days.

In the spirit of this 2024 positioning, I have started making several trades for my own portfolio, per below.

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Markets continued their strong rally in the week, supported by Fed’s comments suggesting potential rate cuts next year.

Broader market valuations are appearing somewhat stretched. See S&P 500 valuation chart below.

This is a good time to review one’s portfolio to see if there are positions where it makes sense to book some gains, as I did last week.

LATEST PORTFOLIO TRADES:

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Markets have been having a nice rally this past month.

I took this opportunity to book some nice gains in a tech position and redeploy the proceeds into another name where I think the risk/reward looks more attractive.

LATEST TRADES:

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This week, I sold a position, booking a 55% return.

Markets have been volatile and that has been a great time for stock picking, and of course, for making money!

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As noted in previous recent trade alerts, I have primarily been focused on booking gains in my portfolio to get cash ready for potential buy opportunities during market pull back.

These past few days, we finally saw some cooling off in overall markets with the S&P down about -5% this month. Some specific stocks however have been down much more. So this week, I started dipping my toes back into select sold off names.

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It’s been a classic stock pickers market these past couple of months.

I have been doing more of the trimming to book gains where stocks are reaching price targets and keeping a disciplined approach to investing. A few names have started to look attractive amidst recent pull back which I am considering to add - I will share more about these in the next few weeks as I share some deep dives and valuation assessment.

For this week, I sold part of a portfolio position at a 75% gain.

LATEST TRADES:

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I wrote last week in detail about my views on the market and how I am thinking of portfolio positioning in light of that. If you missed that note, you can read it HERE.

But in summary, I said that I expected markets to see some correction near term (which is what we are seeing now). And that, it made sense to start booking some gains especially in positions where we are approaching price targets. Below is an excerpt from last week’s note.

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US stocks - especially big cap tech names have had a solid start to the year with the Nasdaq up 35% year to date!

This week, I booked some gains in a position I started in January.

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In addition to the trade alert sent earlier this week (read here), I had more price alert triggered today which led to another portfolio trade action.

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In light of the recent market moves, I took some profits and made some re-allocations to my portfolio.

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Markets haven’t been kind to US small caps recently, which have significantly underperformed larger cap US listed stocks. See below chart. This, along with recession fears has led to an un-dese…

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We have been seeing some historic events in the markets this week especially in the US, with the collapse of several banks within a span of a few days. In view of this, I made some changes to my portfolio.

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Markets have been weak lately as higher rates concerns again linger on stock investors’ minds. I have been taking advantage of some of this weakness and slowly adding to some positions where I believe risk/reward is looking attractive again.

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As I continue to rebalance my portfolio per the portfolio positioning note last week, I added to a large cap US stock this week.

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This week, I added to a stock that has been on my watchlist for a fairly long time.

A well-managed, family owned global business. Trading at a reasonable valuation with room for positive earnings revisions through 2023.

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Today, two of my portfolio holdings had a very strong rally:

• Zai Lab rallying 42% and

• Novocure up ~70%

These have both been core positions in my portfolio. I have also been adding to in the last few months as highlighted in previous Trade alerts, following the Deep-dive note (Read here).

I still remain positive on the two names as today’s announcements have cemented the investment thesis.

Going forward, here’s my action plan for these two holdings.

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I have been talking about adding to some China exposure to portfolios as re-opening plays. This week I added to one of the stocks.

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