🔔Alpha Allocation Portfolio - Weekly Update#12
Alpha Allocation Portfolio Update On 26Apr
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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
Allocation weighting — learn how to allocate for best risk-based return
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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): 4%
VanEck Oil Refiners ETF (CRAK): 19%
iShares MSCI Norway ETF (ENOR): 14%
Invesco S&P SmallCap Energy ETF (PSCE):
14%→ 15%SPDR Gold Minishares Trust (GLDM):
11%→ 10%iShares Expanded Tech Sector ETF (IGM): 15%
Technology Select Sector SPDR Fund (XLK):
15%→ 16%Cash:
8%→ 7%
💡 Allocation Highlights
This week’s minor adjustments signal a tactical rotation back toward high-beta growth and cyclical energy at the expense of defensive posturing. By trimming gold and marginally boosting small-cap energy and core technology, the portfolio positions itself to capture upside in areas showing resilient momentum.
United States Oil Fund (USO)
USO (4%): Holding steady in pure-play spot oil maintains our direct hedge against geopolitical shocks and structural supply constraints without relying on the operational execution of energy companies.
VanEck Oil Refiners ETF (CRAK)
CRAK (19%): Keeping oil refiners unchanged retains our exposure to wide crack spreads. This high-conviction position continues to benefit from limited global refining capacity and sustained demand.
iShares MSCI Norway ETF (ENOR)
ENOR (14%): Maintaining the Norway allocation provides indirect energy and European macroeconomic exposure, acting as a stable, regionally insulated play on global energy markets.
Invesco S&P SmallCap Energy ETF (PSCE)
PSCE (14% → 15%): Marginally increasing small-cap energy exposure adds beta to the energy trade. Small-cap drillers and producers are highly sensitive to rising oil prices and domestic production trends, offering leveraged upside if the energy rally accelerates.
SPDR Gold Minishares Trust (GLDM)
GLDM (11% → 10%): Trimming gold by 1% slightly dials back our defensive anchor. Taking some chips off the table here provides capital to fund our higher-beta cyclical and growth positions, reflecting a slight shift toward a risk-on environment.
iShares Expanded Tech Sector ETF (IGM)
IGM (15%): Leaving expanded tech unchanged preserves our broader exposure to secular growth beyond the mega-caps, continuing to capture strength in software and services without increasing concentration.
Technology Select Sector SPDR Fund (XLK)
XLK (15% → 16%): Adding back to core technology reinforces the growth side of our barbell. This move capitalizes on the continued strength and solid outlook of large-cap tech, prioritizing companies with massive cash flows and AI-driven growth catalysts.
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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