Summary for Jan and Feb 2021

The year of 2021 continued the uptrend as tech stocks led the charge up. At one point my portfolio were up 21% by mid January. Since the addition of stocks in Oct - late Nov, I realized that the market is going up at a way faster pace than I could keep up. So I have stuck with my main holdings and periodically added in small volumes for my three ETFS: SMH/ARKK/MOAT. 

Not feeling comfortable risking additional capital, while feeling the need to still churn returns, I turned to allocating 5% of my total portfolio to trade SPACs/hot stocks. The rules are simple, find the next hot thing and buy, hold until 30-50% profit or when story cools off and sell. Cut loss if momentum shifts. 

Profitable trades includes: $PLTR, $AQB, $IPOE, $SPCE, $PSTH... Losses includes; $ACTC & $XNET (due to feb sudden drop) 

That was the summary of January 2021.

Feb was a very different story, rising short term 10yr US treasuries caused (+0.6% in 4-5month iirc) caused selldown of long dated assets. Heavy on growth and tech my portfolio retraced to mere +10.7% as of 28 Feb. 

Held on to all my shares, sold all SPACs/ Speculative positions. Bought more MOAT.L. opened position in $ETN, $MSFT. I am thinking if I should rotate from the last two short term plays of $TTCF and $STIC (bought late Jan/ Early Feb) to get some discounted $APPL 

Despite many people rotating to traditional beneficary like Banks/industrials/O&G stocks, traditionally I dislike these sectors. I prefered semicons/properties(esp reits or high yielding ones), more recently innovation related counter which i see a real shift in behavior and usage, especially obvious after COVID struck. 

Plans for March 

Gunpowder is at ~20% which should allow some adjustments and purchases. If interest goes up and general market is recovering then it should bode well within the year.  That said there might be a fiercer correction vs what I expect so I am not naïve to place more capital without seeing a 10% drop (DOW/SPY/QQQ YTD still up >2+%). 

Highly possible I will be rotating money to high value blue chip and FANNGs for stable long term growth and recovery. $APPL at $120 seems like worth starting a position.