🔔Alpha Allocation Portfolio - Weekly Update#11
Alpha Allocation Portfolio Update On 19Apr
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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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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): 4%
VanEck Oil Refiners ETF (CRAK):
20%→ 19%iShares MSCI Norway ETF (ENOR):
15%→ 14%Invesco S&P SmallCap Energy ETF (PSCE):
20%→ 14%SPDR Gold Minishares Trust (GLDM): 11%
iShares Expanded Tech Sector ETF (IGM):
14%→ 15%Technology Select Sector SPDR Fund (XLK):
14%→ 15%Cash:
2%→ 8%
💡 Allocation Highlights
This week’s rebalance reflects a more measured posture after a strong energy-driven run. We modestly trimmed small-cap energy, and rebuilt cash to 8%. The rest of the position change is due to price movement.
Overall, the portfolio remains positioned for a constructive macro backdrop, but with less reliance on higher-beta energy leadership. The changes improve balance across cyclicals, defensives, and growth, while creating additional dry powder to respond to near-term volatility or new opportunities.
United States Oil Fund (USO)
Maintaining the pure-play spot oil position continues to capture direct crude price action, which is currently trading at 116.04 USD. This allocation remains a vital, unhedged layer of protection against ongoing geopolitical supply shocks, even as we trim higher-beta energy equities
VanEck Oil Refiners ETF (CRAK)
Allocation still captures strong structural crack spreads, but reducing the position frees up capital as refining margins show signs of near-term consolidation.
iShares MSCI Norway ETF (ENOR)
Norway remains an excellent insulated beneficiary of global energy constraints, taking some chips off the table reduces overall portfolio volatility in the face of shifting currency or regional trends.
Invesco S&P SmallCap Energy ETF (PSCE)
Slashing small-cap energy exposure by 6% is the most significant defensive move this week, aggressively derisking the portfolio from the highest-beta segment of the energy market.
SPDR Gold Minishares Trust (GLDM)
Gold remains untouched, continuing its role as a steady, non-correlated anchor. Keeping this 11% allocation provides essential ballast against fiat debasement and macro uncertainty while the rest of the portfolio undergoes tactical rebalancing.
iShares Expanded Tech Sector ETF (IGM)
Maintaining tech exposure captures broader secular growth beyond the mega-caps, specifically targeting momentum in software and services.
Technology Select Sector SPDR Fund (XLK)
The core technology allocation signals confidence that top-tier tech names can continue to perform even as we take a more defensive stance elsewhere.
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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