ANET, NVDA

US AI Tech Rout: Some Quick Thoughts

January 28, 2025 — 2 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

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, AEM, ANET, DBS, FVRR, iFAST, INMD, ISRG, Mapletree Logistics Trust, Mapletree Pan Asia Commercial Trust, NCNO, NVCR, OCBC, portfolio, SATS, TSCO, Valuetronics

5-Year Portfolio: Exceeded 10% Annual Return

December 15, 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