We have conducted the Dr Wealth Investors Conference 2021 last week (3 Jul 2021) and got each trainer to pick an investment and explain their choices.
you can watch the recorded session on our Facebook page here (recording will be removed end of this week).
We always believe in walking the talk and Dr Wealth trainers are practitioners in their fields, investing their own money into investments which they believe in.
This year, we decided to up the game by putting Dr Wealth’s money into the trainers’ ideas too!
S$10,000 per idea.
Real cash, not some model portfolio or paper trading account.
Here are the screenshots of the transactions:
(this is not an invitation to trade. Think for yourself, don’t just blindly copy. Our risk profiles may be different.)
I will do a quick recap on the trainer choices.
#1 – Alibaba (SEHK:9988)
Louis Koay, the co-trainer for our I3 programme, has chosen Alibaba because he thinks that the antitrust moves have impacted its share price but not its underlying business. The earnings still grew at 30% between FY2020 and FY2021.
He deemed a 23% upside is possible or could go higher to 60% if the growth continue to be at 30%.
#2 – United Hampshire (SGX:ODBU)
Our Early Retirement Masterclass (ERM) trainer, Chris Ng, chose United Hampshire. It is of no surprise that a REIT is preferred because of its higher-than-average dividend yield.
United Hampshire is projected to deliver a dividend yield of 8.8% in 2021 and 2022. The underlying properties are mainly supermarkets in the U.S. which are unaffected by the pandemic.
#3 – Ping An Insurance (SEHK:2318)
Yaonan would definitely pick a China counter since he is our China Stocks & Options Course (CSOC) trainer.
He decided on Ping An Insurance as the share price has taken a beating together with the overall Chinese stock market.
He opined that Ping An Insurance has a decent growth rate and investors can receive dividends while waiting for the storm to blow over. After which investors should be able to achieve capital gains.
#4 – ETH-USDC Staking
Chris Long, our Cryptocurrency Masterclass trainer, has decided on staking Ether and a stablecoin pair to get the yields.
The Annual Percentage Yield (APY) for ETH-USDC staking is over 50%! That’s how crazy yields can go in the crypto world.
There’s an advantage staking with a stablecoin because the stablecoin would cushion a crash in the crypto market since the former is pegged to USD.
#5 – Palantir (NYSE:PLTR)
Cheng, our SaaS Hypergrowth Investing Course (SHIC) trainer, chose Palantir as his top choice SaaS stock. His portfolio has been very focused on fast growing software companies that operate on the cloud and are subscription based.
He likes the bold dream of Palantir to become the most important software company in the world. It is not just a dream as Palantir has been winning big contracts from the U.S. government in a large number of applications.
#6 – SPDR S&P Biotech ETF(NYSE:XBI)
Although Jeff is our property investing trainer, he is equally well versed in stocks. In fact, the latter is his bread and butter in his day job.
He is bullish about the biotech sector as he thinks many of the biological and physical limitations of the human body could be overcome in the future. That includes prolonging life and people with money would pay for it.
#7 – KraneShares Global Carbon ETF (NYSE:KRBN)
Robin is a short term trader and the trainer for the 8-Figure Trading Blueprint (8FTB) course. But he decided to narrow down on an investment that is more long term for the purpose of this trainer portfolio.
He chose the KRBN ETF as he thinks that the world is going to be more serious about climate change and carbon emissions. This means that the demand for carbon credits is going to go up and the ETF that tracks the carbon credit price would trend up together.
#8 – Amplify BlackSwan Growth & Treasury Core ETF (NYSE:SWAN)
And as for me, I think the U.S. stock market is overvalued and I would prefer to play defensive with the pick. I chose SWAN ETF because it limits the downside of a stock market crash to just 10% loss.
It also benefits from a rising stock market by capturing 70% of the S&P 500 upside. This is important because an overvalued stock market can continue to go up higher and staying in cash would lose out a lot. SWAN is thus a good compromise.
Where will it go from here?
I want to reiterate that this is not financial advice or an invitation to trade. The purpose is to demonstrate how our trainers make their investment choices and we invest real cash to have skin in the game.
We don’t know how it will turn out as no one has a crystal ball to foretell the future. It would be exciting to review how the investments would perform after a period of time.
I believe some of us will be wrong but we make the decision based on the information available and isn’t that what investing is all about?