Category: Portfolio

I’m going to do an early update to the portfolio for the month of March as it is the start of the school holiday next week and our family will be going for a cruise trip round-about to spend the week. This has been a torrid horrible month for most of equity investors as the…

2022 has been a reversal of fortune as the bear starts to attack the US market, mostly the smaller and midcap in the tech sector which were hit the most. Don’t get me wrong – my positions for most of the Chinese tech is still going nowhere in 2022, but if I just do a…

Let’s get to the first month of portfolio updates in the New Year and there are no big changes other than mostly accumulation of the existing. Barely three weeks into the New Year, the market has sent many investors scrambling for safety as it wrecked open the realities of many companies in the first three…

I will be doing a slightly early version of the portfolio review for the entire of 2021 since today is a public holiday and I’ve got to go back to the office starting tomorrow to catch up on some end year work. There is still a few days left this week to the end of…

Time passes very quickly and before we know it we are already in the final month of the year. It has been a love hate experience this year with Covid restricting the ability for most of us to travel and reunite with some of our families who are overseas. I was originally scheduled to return…

This will be a quick update for the month of November as there’s not much changes to update for the month. We have seen the overall market continues its upward strong momentum, in particular within the US market and the cryptocurrency where the major caps are making its new all time high. This is despite…

Another round of quick portfolio updates for the month of October as we head towards the last quarter of the year. What a transition month it has been for stocks from September to October. Although it may look like most of these stocks were flat month on month, there were many developments that happened across…

A new birthday a new day ahead. I just completed my 36th birthday a few days ago and now looking forward to a brighter future in all aspect of life. Alright, let’s get down right to talking about the market. The past two months have been an enormous amount of buying the dip further into…

What a busy month we have since the last update! We had so much entertainment in the past week ranging from the Chinese market meltdown due to the regulatory crackdown to the Olympic matches which my family and I watched with enthusiastically on the television every single day inspiring to be better. The Olympics in…

Finally, the moments that we’ve been waiting for a while to happen finally takes place. The China effect taking a headline in the past month has battered the portfolio pretty badly, which at glance you can see that I am heavy on some of the beaten Chinese stocks myself. I am not worried though. This…