action, ASML, GOOG, NVDA, S, SHOP, TTD, ULTA

Impulsive Trades? Sold ASML and Nvidia for …

March 15, 2025 — 0 Comments

ANET, NVDA

US AI Tech Rout: Some Quick Thoughts

January 28, 2025 — 2 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

DBS, DHLT, Frasers Centrepoint Trust, GOOG, LULU, Mapletree Industrial Trust, NVDA, Parkway Life REIT, raffles medical, S, SHOP, TTD, UMS, United Hampshire REIT

2024 Investment Journey: Old Flames, Holding On, Letting Go, New Loves

November 29, 2024 — 0 Comments

ANET, iFAST, LULU, NVCR, NVDA, portfolio, review, tier

Tiered Strategy: The Path to a Well-Diversified Portfolio

October 5, 2024 — 0 Comments

AEM, ANET, DBS, iFAST, ISRG, Mapletree Logistics Trust, Micro-Mechanics, NVCR, NVDA, OCBC, Parkway Life REIT, performance, portfolio, review, TSCO, UOB, ZS

Portfolio Powell-ed to 9-Month High with Record YTD Dividends

September 27, 2024 — 0 Comments