Markets were moving sideways in April, since hitting all-time highs around mid-month. I didn’t see much opportunity for long-term adds, so I took the time to catch up on my
Author: Calvin Lo
Grab Holdings announced on 13th April 2021 their intention to go public via reverse merger with US-listed SPAC (special purpose acquisition company) Altimeter Growth Corp (Nasdaq: AGC) at a whopping
Legendary investor Warren Buffett famously said, “Diversification is protection against ignorance. It makes very little sense for those who know what they’re doing.” Warren Buffett Let’s break this statement down
Sea Limited (SE) is experiencing a massive run in its stock price, increasing by more than 5x over the past year even after the recent tech sell-off. Sea has been
Wow March was another rollercoaster month. The ups and downs might have been good for a trader, but tooo bad I ain’t one. Felt a bit nauseous at certain points
The stock market has been pretty volatile since mid-February, triggered by rising 10-year treasury bond yields. New investors who jumped into the market at all-time highs might feeling anxious and
Chinese technology stocks taken a beating this past month since the sell-off starting mid-Feb, in line with US tech stocks. The Hang Seng Tech Index is down 21% from all-time
Performance February was a real roller-coaster of a month. It started out with a strong rebound from the lows hit on 29 Jan, peaked around 16 Feb, then started to
Performance The Family Portfolio performed pretty well in January, up +2.5% outperforming both the S&P 500 (-1.1%) and Nasdaq (1.4%). Much of this outperformance can be attributed to higher exposure
In my last post, I revealed all the holdings in our Family Portfolio (note: there have been some changes since). In this post, I’d like to go deeper into each