Thanks to the Fed cutting interest rates by 50 bps and sparking a rally in almost every asset class, our tech-heavy portfolios benefitted greatly. Since the rate cut on 18
Author: Calvin Lo
Markets are back to all-time highs again, for the third time this year and just over the past 3 months. Who knows whether third time’s a charm but I’m not
We were away for the first half of August on vacation, so I missed out the July update (been a while since I missed one). However, seems like the market
Big Tech pushed the market higher in June, and our portfolios benefitted. Even Tesla (TSLA) and Palantir (PLTR) joined in the party this time. Needless to say, portfolio returns were
The party continues in May and so far also in June. Nvidia (NVDA) continues its crazy run, while Tesla (TSLA) continues to disappoint. As a result, the Family Retirement Portfolio
With markets back at all-time highs, our Family Retirement Portfolio (FRP) crossed my arbitrary $1k threshold to trigger a rebalance. Both S&P 500 and Nasdaq 100 are breaking all-time highs,
Next month’s Singapore Savings Bond (SSB) June 2024 issue offers a very attractive 3.33% average yield over 10 years. Applications close 28 May 2024 9pm. This month’s SSB yield is
After a pretty good March, the markets turned back down in April. Thankfully for the portfolios, DBS and Tesla held the fort this time, cushioning the decline overall. I took
This update is super late this month because I was away on vacation in Japan with my family in the first 2 weeks of April (and spent a bomb). Side
With risk assets rallying hard recently, our combined portfolio has broken the S$300k mark for the first time. Slowly but surely, our portfolio is growing. Glad to hit these milestones