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

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

Impulsive Trades? Sold ASML and Nvidia for …

March 15, 2025 — 0 Comments

action, AEM, ELF, Frasers Centrepoint Trust, GOOG, HRnetGroup, iFAST, Mapletree Industrial Trust, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, Micro-Mechanics, NCNO, NVCR, OCBC, The Hour Glass, TSCO, TTD, ULTA, UMS

My Stock Picks in 1Q 2025: Income, Growth, and a Few Surprises

March 7, 2025 — 0 Comments

action, TTD

Ouch! Trade Desk Suffers Brutal 33% Stock Plunge

February 14, 2025 — 0 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