🔔Alpha Allocation Portfolio - Weekly Update#9
Alpha Allocation Portfolio Stock Pick in April
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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:
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🚨 Pick The Best Sector To Outperform The Market
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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
We issue our picks and allocation for Apr as below:
United States Oil Fund (USO): 0%
VanEck Oil Refiners ETF (CRAK): 21%
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%
Technology Select Sector SPDR Fund (XLK): 14%
Cash: 6%
💡 Allocation Highlights
Energy ETFs capitalize on tight global oil supplies and recent geopolitical shocks. Gold provides a safe-haven hedge against potential inflation, with strong institutional demand. Meanwhile, tech allocations capture structural growth from surging AI investments and a favorable interest rate environment.
United States Oil Fund (USO)
Crude oil prices have pushed to multi-year highs above $102/bbl amid persistent Middle East tensions and supply constraints. Currently it is in our Apr watchlist but no allocation at this point.
VanEck Oil Refiners ETF (CRAK)
Refining margins have reached 52-week highs as global fuel demand outpaces processing capacity despite high crude prices. Holding this ETF targets the operational sweet spot of the energy value chain, benefiting from structural supply deficits in downstream petroleum products.
iShares MSCI Norway ETF (ENOR)
Norway’s energy-heavy economy acts as a strategic proxy for European energy security, with the fund delivering a 32% return over the past year. This single-country play offers concentrated exposure to stable, high-yielding energy producers in a region critical to global supply diversification.
Invesco S&P SmallCap Energy ETF (PSCE)
Small-cap energy producers offer higher beta sensitivity to the recent surge in oil and gas prices compared to their large-cap peers. This selection optimizes for explosive growth potential in the U.S. shale and services sector as domestic production ramps up to meet global shortfalls
SPDR Gold Minishares Trust (GLDM)
Gold has entered a sustained upward trend toward $4,500/oz, driven by record central bank accumulation and a shift away from dollar-denominated reserves. Doubling down on this tangible asset provides a non-correlated safety net against stagflationary pressures and sudden "black swan" geopolitical events
iShares Expanded Tech Sector ETF (IGM)
The expanded tech sector offers a diversified entry point into the AI-driven infrastructure and software revolution while including key communication services. This broader approach captures secular growth across the entire digital ecosystem, reducing the concentration risk inherent in purely hardware-focused tech funds
Technology Select Sector SPDR Fund (XLK)
Large-cap technology remains the primary engine of market alpha, with options pricing in significant volatility as the sector tests new resistance levels. Maintaining exposure ensures participation in the "quality growth" trade, leveraging the deep liquidity and robust earnings of the world’s most dominant enterprise tech leaders.
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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