stocks - The Fat Investor

Tag: stocks

131 Posts

Split-screen graphic titled "10-Year U.S. Treasury (5% Yield): Lock In or Miss Out?" comparing US Treasury Notes with Singapore alternatives like CPF top-ups at 4% p.a. and long-term equity ETFs at 8-10% returns.

Cash Management, CPFRA, CPFSA, Singapore Savings Bonds, Treasury Notes

Should You Lock in the 10-Year US Treasury Note at 5%?

October 14, 2026

The Fat Investor blog featured image showing a performance meter in the green zone above expectations, featuring text 'Portfolio +22% YTD

Portfolio Performance, AEM, ANET, DBS, Food Empire, Frasers Centrepoint Trust, iFAST, ISRG, Micro-Mechanics, OCBC, Portfolio Allocation, TSCO, ULTA, UMS, VEEV

+22% YTD: Portfolio Exceeds Expectations (Q3 2026 Review)

September 30, 2026

Alphabet 2Q 2026: Google Cloud Surged 82%! But Market Isn’t Impressed?

An artistic watercolor illustration of a lush, blooming garden path leading to a cozy wooden house, representing a personal investment portfolio. On a wooden table in the foreground sits a document labeled 'CPF-OA', a bowl of coins, and books, visually capturing the strategy of trimming equity gains to secure cash buffers and retirement savings.

DBS, CPFIS, CPFOA, Dividend, OCBC

Trimmed DBS and OCBC: Cutting the Flowers?

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

Half-time Report: Semiconductors Ignite 17% Portfolio Lead

Infographic for June 2026 Portfolio Update by The Fat Investor, split into three strategic blocks: "Reduced US" showing a drop to 24%, "Revealed SG" showing a pie chart of top Singapore holdings like iFAST, Venture, and AEM under a spotlight, and "Recycled Capital" showing a flow diagram of funds moving from divested/trimmed stocks into Food Empire, UMS, and S-REITs.

Portfolio Allocation, AEM, Amova-STC AREIT, ANET, DBS, Food Empire, Frasers Centrepoint Trust, Micro-Mechanics, OCBC, Parkway Life REIT, Portfolio Review, UMS

June 2026 Portfolio: Reduced US. Revealed SG. Recycled Capital

OCBC, Dividend, Food Empire, UMS, Venture, VICOM

Why I Sold OCBC and VICOM for UMS, Venture and…

UMS AGM 2026: Poised to Capture Insatiable Demand

DBS AGM 2026: My Takeaways and Why I’m Not Buying Yet

A featured image showing taking a 10.6k loss in TTD and reallocating to ISRG, MSFT and NFLX

Podcast, Investment Strategy, ISRG, MSFT, NFLX, TTD

My First “Podcast”: See How AI Hosts Dissect My S$10.6k TTD Loss