AEM, ANET, DBS, iFAST, ISRG, Mapletree Industrial Trust, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, Micro-Mechanics, NVCR, OCBC, performance, portfolio, review, TTD, UOB

2024 Portfolio Review: 15.5% XIRR and Winners & Losers

December 23, 2024 — 0 Comments

AAPL, action, ANET, DBS, GOOG, ISRG, MSFT, SHOP, TSCO, TTD, UOB, VEEV, ZS

Removing the Froth: Taking Profits Off Recent Rally

December 17, 2024 — 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, SHOP, TTD

Fast Growers Shine Again: Arista Networks, Shopify, The Trade Desk

November 14, 2024 — 0 Comments

AEM, ANET, DBS, OCBC, SHOP, TTD, UMS, UOB, Venture

Earning Galore: Singapore Banks, Semiconductors, US Growth Counters

November 4, 2024 — 0 Comments

TTD

David vs Goliath: The Trade Desk’s Rise to Power against Ad Giants Google and Facebook (on The Smart Investor)

August 19, 2024 — 0 Comments