Category: Portfolio

I will do a quick update to the August portfolio transactions and report. This is a month that we finally see the market pullback after a strong rally over the last few weeks without any opportunity to add to our positions. Using this opportunity, I have also added some positions to take advantage of the…

This will be a relatively short update again as there’s no movement in the portfolio during the month. Most of the Chinese stocks I own are just range bound for the moment given the weak trajectory growth demand in China which is affecting both sentiment and fundamentals. Because of this, and also given the heavy…

Apologies for missing the previous month update as I was traveling out of the country during the school holiday for quite an extended period (~ 22 days in total), bringing both our kids and parent for some reunion together. It was not an easy task because you have to plan and cater for something that…

As today is a public holiday due to labour day, I had an opportunity to quickly update the blog. As there are no changes to the positions in the portfolio from both buying and selling side, this will be a relatively short update. The market continued to trade in range for the month of April…

Apologies for the lack of posting in the past couple of weeks as I’ve been swamped with work lately due to the unexpected internal audit coming in to audit the company. Together with financial year end audit, that means two audits going on at the same time, which is not a very nice one to…

A quick update on the February portfolio as the day passes so swiftly in a relatively shorter month. As expected from the previous update, we are expecting a pullback from the Chinese and HK equity market after its relentless performance in the first month of the year. These pullbacks are healthy and will be nothing…

The first month of the New Year always brings excitement to investors and this year is no different. The stock market has been doing so well and going so smoothly this year so far that it seems like most of us have forgotten what a difficult year last year was. I was checking my brokerage…

I’m going to round up the year by reviewing the 2022 year-end portfolio which the market happened to close last night with all but sums up how this year went. This year has been a bumper to many people, with most taking the hit from the drawdown effect of the massive tech companies run in…

I thought I’ll do a quick update to the portfolio since there was some very small addition to the portfolio this month (which actually barely move the needle) after coming back from a 3.5 weeks break. My trip to both UAE and Europe were very fruitful as our family get to experience many things while…

By the end of next week, I will be heading to Europe with my family for our year-end holiday where we will be spending about 4 weeks. Thereafter, I will be heading back home to see my parents until the end of this year so this could very well be my very last post this…