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November 26, 2025 — 2 Comments

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Why I Trimmed the US Portfolio: Emotionally Logical

October 14, 2025 — 0 Comments

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From LUVZ to UVZ: Veeva and ZScaler

September 11, 2025 — 0 Comments

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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

AAPL, ANET, GOOG, ISRG, MSFT, NVDA, portfolio, SHOP, TSCO, TTD, VEEV, ZS

2025 Investment Outlook Part II: US Portfolio

January 7, 2025 — 0 Comments