Category: ANET
88 Posts
Portfolio Review, AEM, ANET, DBS, Food Empire, GOOGL, iFAST, Micro-Mechanics, OCBC, Portfolio Allocation, TSCO, ULTA, UMS, VEEV, Venture
Catching Complacency: Why 18% YTD Return Sounded the Alarm
Portfolio Performance, AEM, ANET, ISRG, Micro-Mechanics, OCBC, SHOP, TSCO, ULTA, UMS, VEEV
Half-time Report: Semiconductors Ignite 17% Portfolio Lead
Portfolio Allocation, AEM, Amova-STC AREIT, ANET, DBS, Food Empire, Frasers Centrepoint Trust, Micro-Mechanics, OCBC, Parkway Life REIT, Portfolio Review, UMS
June 2026 Portfolio: Reduced US. Revealed SG. Recycled Capital
Portfolio Review, AEM, Amova-STC AREIT, ANET, DBS, HRnetGroup, iFAST, Micro-Mechanics, OCBC, Parkway Life REIT, The Hour Glass
Football Team of Stocks: 3 Lessons from My Best (and Worst?) Players Over the Years
GOOGL, ANET, Multibagger, SHOP
The AI Multiplier: Alphabet, Arista, and Shopify Supercharge 1Q 2026 and Beyond
Financial Independence, Action, ANET, NFLX, Portfolio, Portfolio Allocation, Retirement
FIRE Stage 1 Accomplished: Trimmed Arista Networks (800% Profit)
Portfolio, AEM, Amova-STC AREIT, ANET, Food Empire, Frasers Centrepoint Trust, GOOGL, HRnetGroup, iFAST, Micro-Mechanics, MSFT, NVO, OCBC, Parkway Life REIT, Portfolio Allocation, Portfolio Performance, Portfolio Review, SAAS, SHOP, UMS, UOB, VEEV, ZS
Portfolio Rescue: How My SG Portfolio Saves the Quarter
Arista and Shopify: Unstoppable Momentum on a Long Runway
