VEEV, GOOGL, Investment Mistake, Portfolio, TTD

Down 50%, Need 100% to Even: How Veeva’s Surge Proves the Right Math is “Wrong”

August 31, 2026 — 0 Comments

Portfolio Review, AEM, ANET, DBS, Food Empire, GOOGL, iFAST, Micro-Mechanics, OCBC, Portfolio Allocation, TSCO, ULTA, UMS, VEEV, Venture

Catching Complacency: Why 18% YTD Return Sounded the Alarm

July 9, 2026

Portfolio Performance, AEM, ANET, ISRG, Micro-Mechanics, OCBC, SHOP, TSCO, ULTA, UMS, VEEV

Half-time Report: Semiconductors Ignite 17% Portfolio Lead

July 2, 2026

VEEV, TSCO, ULTA

6.6 Sales? Why I’m Buying the 2026 Sell-Off: TSCO, ULTA, and VEEV

June 6, 2026

Portfolio, AEM, Amova-STC AREIT, ANET, Food Empire, Frasers Centrepoint Trust, GOOGL, HRnetGroup, iFAST, Micro-Mechanics, MSFT, NVO, OCBC, Parkway Life REIT, Portfolio Allocation, Portfolio Performance, Portfolio Review, SAAS, SHOP, UMS, UOB, VEEV, ZS

Portfolio Rescue: How My SG Portfolio Saves the Quarter

April 1, 2026

ANET, NVO, ULTA, UMS, VEEV

Arista Tumbled 12% But Portfolio Still Off to a Good Start

January 10, 2026

ANET, Food Empire, GOOGL, iFAST, LULU, Micro-Mechanics, NVCR, OCBC, Portfolio, Portfolio Performance, Portfolio Review, SHOP, The Hour Glass, TSCO, TTD, ULTA, UMS, VEEV

2025 Portfolio Review: My 5 Best and Worst Stocks

December 25, 2025

AAPL, Action, ANET, GOOGL, SHOP, TTD, VEEV, ZS

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

November 26, 2025

AAPL, Action, ANET, GOOGL, SHOP, VEEV, ZS

Why I Trimmed the US Portfolio: Emotionally Logical

October 14, 2025

LULU, ULTA, VEEV, ZS

From LUVZ to UVZ: Veeva and ZScaler

September 11, 2025