This is my 2020 to 2021 Public Mutual unit trust portfolio and possibly for the next 5 years ahead. These Public Mutual funds were chosen after careful deliberation since late 2019. I started building this portfolio in year 2019. Majority of these funds are very new (less than 5 years record).
I am structuring the funds based on the following investing ideas moving forward from 2021 :
Future trends ➡️ Healthcare and AI (artificial intelligence) - Public Healthcare-Global Equity, Public e-Artificial Intelligence Technology
Healthcare and AI funds are in the rage right not, just look at ARKK ETF helmed by latest hottest investor of our time Cathy Woods, her ETF funds focusing on these sectors have over-outperformed the general market.
Rise of China and Vietnam - PB Greater China A Shares, PB Vietnam Global 40, Public Vietnam-Global Equity
China and Vietnam are 2 of the countries 1st in the world to recover from Covid19 fallout. Both countries are seeing very health GDP (gross domestic product) and PMI (purchasing manager index) growth. Domestically life has gone back to normal. While the rest of the world is still in partial lockdown and battling the Covid19 virus, these 2 countries are expected have a recovery head start ahead of the other countries in the world.
Volatility ➡️ Capital preservation with Sukuk, bonds and REITS. - Public e-Asia Pacific REITs flexi, Public e-enhanced money market, Public e-Sukuk, Public Islamic Enhanced Bond
Volatility in the stock markets around the world is expected to swing wildly as developing news from Covid19 emerges. One day you will see rise in cases and one day there will be drop in cases, one day there will be new that vaccines do not work and one day there will be news vaccines are working. As such putting a large chunk of capital into almost fixed income like funds which provide regular cashflow like Sukuk, Bond and REIT funds.
Singapore as Asian hub - PB Singapore Advantage-30 Equity
I believe Hong Kong will soon cease to be the financial capital of the free world. This throne will be taken by Singapore provided Singapore plays the correct cards. In addition Singapore has created very favorable environment for knowledge and expatriates by way of express VISAs and less red tape. The Singapore STI index recently was reported as worst performing in the region but blue chip stocks will always be good bargains. These blue chip stocks are represented in PB Singapore Advantage 30 Equity fund by Public Mutual.
Indonesia as black horse/wild card - Public Indonesia Select
My investment in Indonesia dip during the peak of covid19 as Indonesia recorded massive cases of Covid19. However, given that Indonesia has the world's largest Muslim population is something that should not be ignored, its demographics of youth is ripe for a boom.
My decision on which country to invest in also is based on where the next big economies will be in 2050. Below is a report by PwC (Pricewater Coopers) on their predictions on the next 10 biggest economies in 2050.
So far all the funds are all in the black (profit). I doubled down a lot during peak of the covid19 scare from May ➡️ October 2020 and so far this has paid off well.
📌Updates
I added PB US Eagle Fund into my Public Mutual portfolio JAN2021. I posted a post here.
