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1H 2025 Portfolio Performance: The Bleeding Has Stopped

July 2, 2025 — 0 Comments

AAPL, AEM, allocation, Amova-STC AREIT, ANET, iFAST, ISRG, MSFT, OCBC, Parkway Life REIT, portfolio, TTD

June 2025 Portfolio: Streamlined Holdings. Strategic Headspace. Cash is King?

June 5, 2025 — 0 Comments

AAPL, Amova-STC AREIT, ANET, DBS, GOOG, LULU, Mapletree Logistics Trust, OCBC, Parkway Life REIT, performance, portfolio, review, TTD, UMS, UOB, VEEV

2025 Q1 Portfolio Review: The Ghost of 2022 Bear Lingers

April 1, 2025 — 0 Comments

AAPL, ANET, GOOG, ISRG, MSFT, NVDA, portfolio, SHOP, TSCO, TTD, VEEV, ZS

2025 Investment Outlook Part II: US Portfolio

January 7, 2025 — 0 Comments

AAPL, action, ANET, DBS, GOOG, ISRG, MSFT, SHOP, TSCO, TTD, UOB, VEEV, ZS

Removing the Froth: Taking Profits Off Recent Rally

December 17, 2024 — 0 Comments

AAPL, AEM, ANET, DBS, FVRR, iFAST, INMD, ISRG, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, NCNO, NVCR, OCBC, portfolio, SATS, TSCO, Valuetronics

5-Year Portfolio: Exceeded 10% Annual Return

December 15, 2024 — 0 Comments