AlDakheel Investment Portfolio

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Video Introduction
Coming Soon
Asset Classes
Saudi Real Estate  •  US Public Markets
Style
Fundamental  •  Risk-First  •  Long-Term
Process
Memos  •  Checklists  •  Review Log
Status
Active  •  Last Updated: Mar 2026
Portfolio

Capital Allocation

Multi-asset portfolio across Saudi real estate, US equities, fixed income, and alternatives.

Capital
Allocation

Sector Exposure

Allocations are approximate and reflect managed positions only. This portfolio operates alongside broader family real estate holdings not actively managed within this allocation.

Selected Investments

Investment Case Studies

Documented positions across US equities and Saudi real estate.

US Equity
UNH price chart showing entry during DOJ dip and exit during recovery
Closed

UnitedHealth Group ($UNH)

US Equity · Healthcare
+13.2%
Return
20 days
  • Contrarian entry during peak market fear
  • Valuation: DCF & EV/EBITDA scenario analysis
  • Catalyst: Berkshire Hathaway accumulation signal
Sep 2025 · 6 min read →
Saudi Real Estate
Al-Khair land appreciation chart showing infrastructure milestones
Closed

Al-Khair District Land

Saudi Real Estate · North Riyadh
+6.4%
Return
194 days
  • Infrastructure catalyst in Vision 2030 corridor
  • Negotiated 22% below asking price
  • 12.03% annualized return on residential land
Jul 2025 · 5 min read →
My Framework

Investment Framework

A disciplined process, applied across both asset classes.

ObjectiveCapital Preservation + Compounding Interest
Time HorizonMulti-Year
Risk RulesSize Limits · Downside · Triggers
Step 01

Macro Analysis

What I track
Framing risk/return across both markets.
  • Interest rates & monetary policy
  • Liquidity conditions
  • Geopolitical risk signals
Step 02

Idea Screening

What I filter for
Finding quality at the right price.
  • Strong fundamentals
  • Attractive entry valuations
  • Alignment with durable themes
Step 03

Due Diligence

What I dig into
Deep work before committing capital.
  • Financial analysis & comparables
  • Downside scenario modelling
  • Risk trigger identification
Step 04

Portfolio Construction

How I size
Balancing conviction with diversification.
  • Position sizing rules
  • Geographic allocation
  • Asset class balance
Step 05

Monitoring & Rebalancing

How I review
Continuous thesis validation.
  • Performance tracking
  • Thesis progress checks
  • Hold, add, trim, or exit decisions
Step 06

Compounding & Discipline

What drives returns
Letting time do the heavy lifting.
  • Capital preservation first
  • Systematic reinvestment
  • Process over prediction
Abdulaziz AlDakheel - Investment Portfolio Manager
About Me

Abdulaziz AlDakheel

Accounting & Finance student at King's College London.

I independently manage a private family portfolio across Saudi real estate and US equity markets, continuously improving my underwriting discipline and risk framework.

This site is an investment journal — memos, case studies, and decision notes — used to track assumptions, review outcomes, and refine process over time.

Credentials:  FAAL Real Estate Broker License  ·  FMVA®  ·  FTIP®

Focus:  US Equity Markets  ·  Saudi Real Estate  ·  Research On Capital Allocation

Please note: This is a personal portfolio for informational purposes only and not an offer of investment services or investment advice.

Contact

Get In Touch

Open to research exchange and opportunities.

LinkedIn X WhatsApp

Direct Contact

abdulazizaldakheel@outlook.com
+966 50 3333 939