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, action, ANET, GOOG, SHOP, VEEV, ZS

Why I Trimmed the US Portfolio: Emotionally Logical

October 14, 2025 — 0 Comments

AAPL, ANET, DBS, iFAST, ISRG, MSFT, multibagger, portfolio, SHOP, TSCO, ZS

Why Chasing Multibaggers is Hurting Your Return

October 8, 2025 — 0 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

LULU, ULTA, VEEV, ZS

From LUVZ to UVZ: Veeva and ZScaler

September 11, 2025 — 0 Comments

AAPL, ANET, Frasers Centrepoint Trust, GOOG, iFAST, LULU, Mapletree Industrial Trust, Parkway Life REIT, performance, portfolio, The Hour Glass, ULTA, UMS, VEEV, ZS

1H 2025 Portfolio Performance: The Bleeding Has Stopped

July 2, 2025 — 0 Comments