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
Category: Portfolio Updates
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,
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
If you’ve been investing in the stock market on your own for some time now, do you know how you’re performing against S&P 500 or other benchmarks? Besides measuring your
Markets continued to rally in Jan 2024, but our portfolios were left behind. Tesla was the huge drag on performance, followed by Apple. The rest of Big Tech is still