Category: Portfolio

Apologies for the lack of posting in the past couple of weeks as I’ve been swamped with work lately due to the unexpected internal audit coming in to audit the company. Together with financial year end audit, that means two audits going on at the same time, which is not a very nice one to…

A quick update on the February portfolio as the day passes so swiftly in a relatively shorter month. As expected from the previous update, we are expecting a pullback from the Chinese and HK equity market after its relentless performance in the first month of the year. These pullbacks are healthy and will be nothing…

The first month of the New Year always brings excitement to investors and this year is no different. The stock market has been doing so well and going so smoothly this year so far that it seems like most of us have forgotten what a difficult year last year was. I was checking my brokerage…

I’m going to round up the year by reviewing the 2022 year-end portfolio which the market happened to close last night with all but sums up how this year went. This year has been a bumper to many people, with most taking the hit from the drawdown effect of the massive tech companies run in…

I thought I’ll do a quick update to the portfolio since there was some very small addition to the portfolio this month (which actually barely move the needle) after coming back from a 3.5 weeks break. My trip to both UAE and Europe were very fruitful as our family get to experience many things while…

By the end of next week, I will be heading to Europe with my family for our year-end holiday where we will be spending about 4 weeks. Thereafter, I will be heading back home to see my parents until the end of this year so this could very well be my very last post this…

Just as I expected, the market dropped its worst bomb yet this year with another thunderous low as it sends many investors’ portfolio hurting once again. Mine was not spared either and it appeared this month might be the worst performing month for the portfolio as many of the companies suffered new lows of the…

A new month a new beginning. This update came in later than expected as I just returned from a 5 day break at Langkawi, which was a really nice break away from the city during the school holiday. After 2.5 years, we are finally in an environment where masks in public places are no longer…

One quick look at the market and I knew it wasn’t a good month for the portfolio. The market continues to be volatile going into the earnings season and some of the stocks didn’t quite perform up to the earnings expectations that they have announced. Furthermore, the Chinese and HK market continue to be very…

The stock market continues to be volatile throughout the month of Jul so far following the end of the 1H. The market goes up for one day and then down for another, and then it goes back up again and people are calling it a bear market rally. Truth is, no one really knows about…