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Welcome to The Habsburgs Investment Portfolio, a Private Portfolio managed by Ryu Issey Itahashi. This website is dedicated to share monthly holdings and performance insights.

Monthly Holdings

2024
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Holdings – August 5th, 2024

Ticker Name Direction Avg. Open Current Price % of Portfolio
9988.HK Alibaba Group Holding Ltd Long 78.4 74.2 16.10
9618.HK JD.com Inc Long 122 96.8 14.42
GOOG Alphabet Long 181.1 168.4 10.40
BRK.B Berkshire Hathaway Inc Long 414.7 428.4 10.25
AAPL Apple Inc Long 208.4 219.9 9.96
VOO Vanguard S&P 500 ETF Long 503.5 489.9 9.65
AMZN Amazon.com Inc Long 189.3 167.9 9.25
EWJ iShares MSCI Japan ETF Long 68.9 64.7 6.62
INDA iShares MSCI India ETF Long 54.4 56.3 5.05
BIDU Baidu, Inc-ADR Long 93 84.5 4.24
01211.HK BYD Co Ltd Long 236.9 214.5 4.07

Comments:

AUGUST 2024
Given the recent AI craze, stocks like Nvidia and many others have reached new heights. However, given the extremely high P/FCF ratios in companies like Nvidia, AMD, Tesla and Microsoft, there is some overvaluations, and I anticipate corrections in these stocks in the next coming months. Most recently Nvidia has dropped 10% on 24.6.2024

I have purchased Apple, Google, Amazon, Berkshire as I see these as the highest quality stocks right now, and their current market cap is relatively fair.

I have opened positions in Alibaba, JD.com, BYD and Baidu given the fair valuations in the Chinese giants, and I am planning to invest in these stocks long term until China recovers from its slowdown after Covid-19.

Small investments have also been made in Japanese and Indian ETF’s

- Ryu Issey

Closed Positions – August 2024

Ticker Name Avg. Open Closing Price P/L %
In the month of August there were no Closed Positions.

New Positions – August 2024

Ticker Name Avg. Open % of Portfolio
In the month of August there were no New Positions.