action, ELF, S, ULTA, ZS

Divested e.l.f. Beauty and SentinelOne. Focus on Ulta and Zscaler.

June 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

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

LULU, VEEV, ZS

Veeva, Zscaler, Lululemon In The Right Direction

December 8, 2024 — 0 Comments

AAPL, ANET, CRWD, ISRG, MSFT, SHOP, TSCO, VEEV, ZS

My Crystal Ball “zun bo” 2024: US Edition

November 25, 2024 — 0 Comments

AEM, ANET, DBS, iFAST, ISRG, Mapletree Logistics Trust, Micro-Mechanics, NVCR, NVDA, OCBC, Parkway Life REIT, performance, portfolio, review, TSCO, UOB, ZS

Portfolio Powell-ed to 9-Month High with Record YTD Dividends

September 27, 2024 — 0 Comments