Model Portfolio

This website contains no investment advice and is purely for informational and educational purpose.
Do your own research!

The ValueScene model portfolio consists mainly of shipping stocks.
If a stock is included in the portfolio depends on several factors like the stock price, the governance of the company, the state of the segment cycle and more.
The model is not identical to my personal portfolio which can differ for historical, speculative and tax reasons!
Please consider that I also own other stocks and primarily broad market index funds, but this model portfolio is similar to the holdings in the speculative part of my personal portfolio.
I try to update the model once a month and try to make it easy to rebalance while I may enter and exit positions at any time.

Shipping is a very cyclical and volatile sector that’s often not very suitable for buy and hold investors.
Please consider your own risk tolerance and choose your asset allocation accordingly.

Latest Portfolio Updates

  • Model Portfolio 2024-12
    It’s been a while since the last portfolio update, as I was on vacation. Unfortunately, the market didn’t take a break, and the past two months have been particularly challenging for shipping stocks. Especially our tanker and dry bulk positions took significant hits, with the portfolio recording a -9.48% performance in October and -3.05% in … Read more
  • Model Portfolio 2024-11
    On vacation. No portfolio update this month.
  • Model Portfolio 2024-10
    September was a great month for us, delivering a MTD gain of 4.59%, bringing our YTD performance to 39.98%. We’re also celebrating a new all-time high, now up 107.4% since inception in January 2023. Overall, we’re in a solid position, with no immediate changes to our portfolio and maintaining our cash position for the time … Read more
  • Model Portfolio 2024-09
    August wasn’t the best month for us, ending with an MTD decline of -2.04%. However, with some cash still on hand, valuations are beginning to look much more reasonable compared to a few months ago. On a positive note, we’re still up 33.83% YTD. This month, I added ZIM as a new position. We’re currently … Read more
  • Model Portfolio 2024-08
    No changes were made to the positions in the portfolio. Normally, I would have added ZIM, but I was on vacation and didn’t want to add the stock in hindsight. Let’s see how things look at the end of the month. At the moment, things haven’t gone too well for shipping and the whole market … Read more
  • Model Portfolio 2024-07
    Last month started poorly, but we saw a rebound. We ended the month flat with a 0.05% change, which means our YTD performance remains relatively unchanged at 38.90%. This month, GLNG was our best-performing stock, showcasing the benefit of diversification within our portfolio. Despite GLNG’s strong performance, I believe maintaining diversification is crucial, so we … Read more
  • Model Portfolio 2024-06
    In May, our portfolio achieved great results with a monthly gain of 16.67%, bringing our year-to-date increase to 38.84% and our overall growth since inception in 2023 to 105.76%. Container stocks were particularly noteworthy this month, experiencing significant run-ups. With congestion at crucial locations like Singapore and rising spot rates, we will to continue monitoring … Read more
  • Model Portfolio 2024-05
    In April, our portfolio performed exceptionally well, achieving a growth of 4.88%, which pushed our year-to-date gains to 19.00% and our total increase since we started in January 2023 to 76.32%. This month was particularly strong for shipping equities. GSL was our best-performing stock, rising by 12.12%. Due to this significant increase, I’ve decided to … Read more
  • Model Portfolio 2024-04
    In March, our portfolio grew by 4.27%, bringing our gain for the year to 13.46% and our total gain since we started in January 2023 to 68.11%. This month, GLNG was our best-performing stock, showing the value of not putting all our eggs in one basket and investing in different parts of the shipping industry. … Read more
  • Model Portfolio 2024-03
    No changes were made to the existing positions. February saw our portfolio decrease by -0.65%, bringing our performance to 8.82% year-to-date and 62.23% since we began in January 2023. Despite the overall downturn in shipping, our portfolio found a lifeline in GNK and CMRE, showcasing the vital importance of diversification across different shipping sectors. As … Read more
  • Model Portfolio 2024-02
    No changes were made to the positions in the portfolio. January was a great start to the year, achieving a performance of 9.53% with our new position, TRMD, being the best performer. With these results, the total return since inception in January 2023 has now reached 62.29%. I was considering removing STNG but decided to … Read more
  • Model Portfolio 2024-01
    Happy New Year, everyone! It’s been a whole year since we started sharing our model portfolio with you all. And what a year it’s been! We finished it with a strong performance of 48.16%, which feels great, even if the overall market was doing well too. Let’s take a quick look at how our portfolio … Read more