AAPL, action, ANET, GOOG, SHOP, TTD, VEEV, ZS

US Portfolio Tumbles! Holding Arista, Shopify, and Adding The Trade Desk

November 26, 2025 — 2 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

action, ISRG, NVO, TTD

Trade Desk Is Down 40%, But I’m Buying Novo Nordisk Instead

August 9, 2025 — 0 Comments

Amova-STC AREIT, ComfortDelGro, Frasers Centrepoint Trust, GOOG, HRnetGroup, iFAST, Micro-Mechanics, Parkway Life REIT, SHOP, The Hour Glass, TTD, ULTA, UMS, Venture, Vicom

Stocks Rebound: Kicking Off the Second Half Strong

July 21, 2025 — 2 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

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