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

ANET, GOOG, SHOP

My Top 3 US Holdings 1Q Earnings: Growth Continued

May 27, 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

action, allocation, ANET, iFAST, portfolio

Portfolio Allocation: My Investment Game Plan

March 11, 2025 — 0 Comments

ANET

Arista Networks: Riding the AI Wave with Microsoft and Meta

February 21, 2025 — 0 Comments

ANET, NVDA

US AI Tech Rout: Some Quick Thoughts

January 28, 2025 — 2 Comments