allocation, Amova-STC AREIT, DBS, Food Empire, GOOG, LULU, OCBC, portfolio, UOB

Portfolio Update: Dividend Rotation from Singapore Banks to S-REITs (and More)

December 9, 2025 — 0 Comments

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

LULU, ULTA, VEEV, ZS

From LUVZ to UVZ: Veeva and ZScaler

September 11, 2025 — 0 Comments

LULU, ULTA

Do I still luvz them? Lululmeon and Ulta Beauty

September 7, 2025 — 0 Comments

AAPL, ANET, Frasers Centrepoint Trust, GOOG, iFAST, LULU, Mapletree Industrial Trust, Parkway Life REIT, performance, portfolio, The Hour Glass, ULTA, UMS, VEEV, ZS

1H 2025 Portfolio Performance: The Bleeding Has Stopped

July 2, 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