🔔Alpha Allocation Portfolio - Weekly Update#10
Alpha Allocation Portfolio Update On 12Apr
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This is our first allocation alert for Alpha Allocation Portfolio.
Alpha Allocation Portfolio, a tactical, sector-rotation ETF strategy that dynamically adjusts exposure to deliver extra-ordinary risk-based return.
Return in last 6 years:
🟢 2020: +65.5%
🟢 2021: +44.4%
🔴 2022: -2.8%
🟢 2023: +31.5%
🟢 2024: +34.8%
🟢 2025: +33.3%
The worst year of Alpha Allocation Portfolio is -2.8% while S&P500 is -18.2%
AI reviewed our strategy and gave Grade A- with 85.3/100 score:
For those who are interested in the details, you can check below:
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Update on our current allocation
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Alpha Allocation Portfolio Investment Journal (2025) - Explain the rational of every investment decisions in 2025 to help you to learn from us
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📊 Net Allocation
Below is the update on allocation.
United States Oil Fund (USO):
0%→ 4%VanEck Oil Refiners ETF (CRAK):
21%→ 20%iShares MSCI Norway ETF (ENOR): 15%
Invesco S&P SmallCap Energy ETF (PSCE): 20%
SPDR Gold Minishares Trust (GLDM): 11%
iShares Expanded Tech Sector ETF (IGM):
13%→ 14%Technology Select Sector SPDR Fund (XLK): 14%
Cash:
6%→ 2%
💡 Allocation Highlights
This week’s rebalance reflects a deliberate tilt toward hard assets and energy while preserving a focused growth engine in technology. By putting excess cash to work in direct oil exposure through USO and modestly increasing IGM, the portfolio is positioned for a market backdrop where inflation and geopolitical risk support commodity strength, even as secular technology leadership remains intact.
United States Oil Fund (USO)
Initiating a position in the United States Oil Fund captures direct spot price action in crude oil, which is currently trading at 124.82 USD with a 50-day moving average of 99.59 USD.
VanEck Oil Refiners ETF (CRAK)
Oil refiners remain a massive, high-conviction allocation. Trimming 1% simply rebalances the position to fund other tactical opportunities while still betting heavily on structural supply constraints and strong crack spreads.
iShares MSCI Norway ETF (ENOR)
Maintaining a allocation to Norway provides indirect, geographically insulated energy exposure. As a major European oil and gas exporter, Norway benefits from global energy shocks without the same emerging-market or Middle-Eastern geopolitical risks.
Invesco S&P SmallCap Energy ETF (PSCE)
Small-cap energy remains a high-leverage play on sustained domestic drilling and production. Keeping this at 20% maximizes beta to rising oil prices, as smaller exploration and production names historically outperform large caps during crude rallies.
SPDR Gold Minishares Trust (GLDM)
Gold continues to serve as a reliable anchor against fiat debasement and macro uncertainty. Holding this allocation steady provides non-correlated ballast while the rest of the portfolio takes on significant energy and tech volatility.
iShares Expanded Tech Sector ETF (IGM)
Adding slightly to expanded tech broadens the portfolio's growth engine beyond mega-caps. This slight increase captures momentum in software and services that may benefit from the ongoing AI hardware build-out.
Technology Select Sector SPDR Fund (XLK)
The core technology allocation remains untouched, anchoring the growth side of the portfolio's barbell strategy. This ensures you maintain exposure to the cash-rich mega-caps driving the market, balancing out the heavy commodity cyclicality.
Disclaimer: Educational Purpose ONLY. Not financial, investment or trading advice.
Disclaimer: This content is solely for informational and educational purposes. The content herein does not constitute, and shall not be construed as, financial, legal, or investment advice. It is not an offer, solicitation, or recommendation to engage in any transaction involving securities or other financial instruments.
All insights presented reflect the author’s independent observations and analysis as of the date of publication. This content is not tailored to the specific investment objectives, financial situation, or particular needs of any individual recipient. Accordingly, readers should not make any investment decision based solely on this content without seeking independent professional advice and performing their own due diligence.
Investing in financial markets involves significant risk, including the potential loss of all capital invested. Historical performance data and backtesting results are provided for illustrative purposes only and are not a reliable indicator of future returns. FirstGlow Capital and its affiliates disclaim any liability for losses arising from the use of or reliance on the information contained in this journal.
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