AAPL, AEM, Amova-STC AREIT, ANET, ComfortDelGro, DBS, GOOG, iFAST, ISRG, LULU, Mapletree Industrial Trust, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, OCBC, performance, portfolio, SingTel, ST Engineering, The Hour Glass, TTD, ULTA, UMS, UOB, ZS

From Red to Green: Portfolio Up 12% in 9 Months

September 29, 2025 — 0 Comments

action, AEM, DBS, dividend, OCBC, UOB

What’s Up? AEM Surged 18% and Trimmed Stakes in Singapore Banks

September 20, 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

AEM, DBS, Frasers Centrepoint Trust, Mapletree Industrial Trust, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, Micro-Mechanics, OCBC, Parkway Life REIT, UMS, UOB, Venture

Skimming the Singapore Quarterly Earnings: Here’s What Caught My Eyes

May 16, 2025 — 0 Comments

AEM, AGM, UMS

Semiconductor Strategies: Key Takeaways from AEM and UMS 2025 AGMs

April 24, 2025 — 0 Comments

AEM, HRnetGroup, iFAST, OCBC, Parkway Life REIT, UMS, UOB, Venture

Weekend Musings: Tariffs. Long-term? AGMs!

April 12, 2025 — 0 Comments