I recently collaborated on a portfolio with a highly successful businessman who is passionate about the electric vehicle (EV) space. We opted for a long-only EV portfolio, allocating a total of $69,000, a number that our client believes holds significance value to him.
The allocation is as follows:
TSLA
(Tesla) - 50%: The undisputed king of EVs, Tesla holds a dominant position in the market, making it a core component of the portfolio.
XPEV
(Xpeng Motors) - 15%: A strategic joint venture with Audi, Xpeng is a formidable player in the Chinese EV market, offering innovative and competitive vehicles.
NIO
(Nio) - 15%: Dubbed the "Chinese Mercedes," Nio is a rising star in the EV industry, known for its sleek designs and advanced technology.
LI
(Li Auto) - 10%: The leader of the Chinese EV pack, Li Auto has captured market share with its innovative SUV model, offering a unique blend of practicality and luxury.
RIVN
(Rivian) - 10%: Backed by Amazon founder Jeff Bezos, Rivian is poised to make a significant impact in the EV truck segment.
We consciously excluded
VFS
(VinFast) from the portfolio, considering it a potential pump-and-dump scheme. But we are willing to invest in this scheme once the time is right.
A Message from Aladdin: The Master mind behind this tactical investment.
My philosophy is that "diversification is for losers," I believe that focusing on a select few high-potential stocks can lead to superior returns. While this approach carries inherent risks, it aligns with my risk tolerance and investment goals.
The allocation is as follows:
TSLA
(Tesla) - 50%: The undisputed king of EVs, Tesla holds a dominant position in the market, making it a core component of the portfolio.
XPEV
(Xpeng Motors) - 15%: A strategic joint venture with Audi, Xpeng is a formidable player in the Chinese EV market, offering innovative and competitive vehicles.
NIO
(Nio) - 15%: Dubbed the "Chinese Mercedes," Nio is a rising star in the EV industry, known for its sleek designs and advanced technology.
LI
(Li Auto) - 10%: The leader of the Chinese EV pack, Li Auto has captured market share with its innovative SUV model, offering a unique blend of practicality and luxury.
RIVN
(Rivian) - 10%: Backed by Amazon founder Jeff Bezos, Rivian is poised to make a significant impact in the EV truck segment. We consciously excluded
VFS
(VinFast) from the portfolio, considering it a potential pump-and-dump scheme. But we are willing to invest in this scheme once the time is right. A Message from Aladdin: The Master mind behind this tactical investment.
My philosophy is that "diversification is for losers," I believe that focusing on a select few high-potential stocks can lead to superior returns. While this approach carries inherent risks, it aligns with my risk tolerance and investment goals.
Trade active:
All the trades are executed. These stocks are at a very very promising spot to get in.
I wont be providing ideas and updates in Tradingview any more. I have 20+ new students to work with in Sabah Trading Room. Updates on the positions will be given in the trading room.