Skip to content
Finance Gnome

Finance Gnome

Personal finance and investing for young families

  • Home
  • About
  • Portfolio
  • Guide
  • Watchlist
  • Tools
  • Promotions

Category: Portfolio Updates

  • Home
  • Portfolio Updates
  • Page 2
Portfolio Updates

Portfolio Update March 2024 – Divergent Performance Between Portfolios

April 19, 2024April 19, 2024 Calvin Lo

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

Read More
Portfolio Updates

Portfolio Update February 2024 – Combined Portfolio Breaks $300K

March 10, 2024March 10, 2024 Calvin Lo

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

Read More
Investing Portfolio Updates

How To Track Your Portfolio Performance Using Portseido

February 23, 2024February 23, 2024 Calvin Lo

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

Read More
Portfolio Updates

Portfolio Update January 2024 – Markets Rally But Portfolio Left Behind

February 12, 2024February 12, 2024 Calvin Lo

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

Read More
Portfolio Updates

Portfolio Update December 2023 – Ending the Year on a Portfolio High

January 7, 2024January 7, 2024 Calvin Lo

What a fantastic Santa rally to end 2023 on a high. The portfolio likewise benefited, hitting all-time highs as well which made the holidays even more joyous. With markets close

Read More
Investing Portfolio Updates

2023 Year in Review – Portfolio Grew 74% to $306K from $176K

January 1, 2024January 1, 2024 Calvin Lo

After dropping 20% in 2023, the S&P 500 index surged 25% in 2024 and finishing 2023 at all-time highs almost exactly 2 years since the last peak around the end

Read More
Portfolio Updates

Portfolio Update November 2023 – Slowing Inflation Powered the Portfolio Higher

December 4, 2023December 4, 2023 Calvin Lo

Another month, another wild ride. After such a downer in October, we got a shot in the arm in November all thanks to slowing inflation in the US. The markets

Read More
Portfolio Updates

Portfolio Update October 2023 – Dragged Down By Tesla

November 2, 2023November 2, 2023 Calvin Lo

October started off pretty well with the stock market rebounding from its decline in September. However, the rally was short-lived and reversed course around mid month. We got a brutal

Read More
Portfolio Updates

Portfolio Update September 2023 – Portfolios Resilient Despite Market Declines

October 11, 2023October 11, 2023 Calvin Lo

September was a dreadful month for markets, with S&P 500 and Nasdaq both down ~5% for the month. Fortunately, our portfolios were more resilient, with the Family Portfolio falling less

Read More
Portfolio Updates

Portfolio Update August 2023 – Portfolios Underperformed But A Chance To Add To Existing Positions

September 5, 2023September 5, 2023 Calvin Lo

In August, the fate of the so-called “Magnificent Seven” has begun to diverge. Nvidia (NVDA), Amazon (AMZN), and Alphabet (GOOG) have far outperformed Apple (AAPL), Microsoft (MSFT), Meta Platforms (META),

Read More

Posts navigation

Older posts
Newer posts

Newsletter

  • Facebook
  • Twitter
  • YouTube
  • Pinterest
  • Telegram

Recent Posts

  • Family Portfolio Value Breaks S$500K – Magic of Compounding May 25, 2025
  • Pumped In S$41K As Trump Tariffs Sunk The Market April 11, 2025
  • Portfolio Update December 2024 – Ending A Strong Year With Some Caution January 14, 2025
  • Portfolio Update November 2024 – Year End Party Started Early, Green All Around December 11, 2024
  • Portfolio Update September 2024 – Fed Rate Cut Sparked Portfolio Gains October 17, 2024
China's regulators have just issued fines to China Tech companies and signalled an end to a tech crackdown that has lasted for more than 2 years.

Could now be a good time to get back into China Tech stocks?

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

Blog: https://financegnome.com
Twitter: https://twitter.com/financegnome
Facebook: https://www.facebook.com/financegnome
China Tech crackdown finally over? - Ant Group fined, Alibaba, PBOC stimulus, Hang Seng TECH ETF
Will this new bull market continue to rally? Or will we go into recession caused by high inflation and high interest rates?

In this video, I share about how I'm preparing my Family Portfolio to handle both possibilities.

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

Blog: https://financegnome.com
Twitter: https://twitter.com/financegnome
Facebook: https://www.facebook.com/financegnome
Bull market or recession? How I'm preparing my portfolio for both
If you’re investing in stocks based mainly for its dividend yield or dividend growth, thinking that there’s a margin of safety or prices can’t go lower, I challenge you to rethink your assumptions or preconceptions about the safety of dividend stocks. 

Outline:
1. Benefits of dividend investing
2. Dangers of dividend investing
3. How to find safe dividend stocks?
4. Examples of good and bad dividend stocks

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

**Check out my blog on personal finance and investment topics** http://financegnome.com/
Dividend investing might not be as safe as you think - benefits, dangers, dividend kings?
S&P 500 just entered a bull market on 8 June 2023, after almost a year since the bear market started. Is it time to buy or is it too late? In this video, I share why I'm buying.

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

***Check out my blog on personal finance and investments*** http://financegnome.com/
S&P 500 Enters Bull Market - Why I'm Buying VWRD and TLT
US and Swiss banks are in crisis. So far, regulators seem to have stemmed the banking contagion but will it last?

In this video, I share my thoughts on the current situation and how I'm investing during this banking crisis.

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

*** Check out my blog on personal finance and investment topics : http://financegnome.com/

*** SSB Tracker: https://financegnome.com/ssb-tracker/

*** Fixed Income Tracker: https://financegnome.com/fixed-income-tracker/
How I'm investing during this banking crisis - SSB, REITs, Banks & Gold?
Consider reducing your income taxes by contributing to SRS by 31 Dec

SRS contribution: https://www.iras.gov.sg/taxes/individual-income-tax/basics-of-individual-income-tax/special-tax-schemes/srs-contributions

Endowus referral link: https://endowus.com/invite?code=J5HPB
Reduce income taxes by contributing to SRS #srs
Many investors have been rotating into dividend and value stocks this year as growth stocks have taken a massive beating. Are you looking to buy dividend stocks? You could also consider investing into dividend ETFs.

Outline:
1. Why invest in dividend stocks/ETF?
2. Top 5 US dividend ETFs
3. SG Dividend ETF
4. Which is my favourite?

Thanks for watching! Looking forward to hearing your thoughts or comments.

Links:
https://etfdb.com/etfs/investment-style/dividend-etfs/#etfs__returns&sort_name=assets_under_management&sort_order=desc&page=1
https://phillipfunds.com/phillip-sing-income-etf/

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

*** Check out my blog on personal finance and investment topics : http://financegnome.com/

*** Tiger Brokers (stock broker) referral link: 
https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

*** Coinhako (crypto trading platform) referral link:
https://www.coinhako.com/affiliations/sign_up/178004_59269214
Best Dividend ETFs to Invest in 2022 - 5 US ETFs & 1 SG ETF
H1 2022 has been tough and our portfolio is down quite a bit. It's painful but I'm trying to keep my focus on the future.

In this video, I'm providing an update on our Family portfolio and my Personal portfolio, sharing some of my goals for the rest of the year, and my vision for my blog and channel.

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

*** Check out my blog on personal finance and investment topics : https://financegnome.com
Mid year review H1 2022 - Portfolio update, goals, blog/channel vision
The Chinese government has broken their silence on the tech crackdown so far by regulators, resulting in a bounce in Chinese tech stocks.

After a long and painful drawdown lasting more than a year, is it finally time to consider buying Chinese stocks especially tech stocks?

Outline:
1. Background on China's tech crackdown
2. Reasons to buy
3. Risks to look out for
4. How to gain exposure to Chinese stocks

Thanks for watching! Looking forward to hearing your thoughts or comments.

DISCLAIMER :
This video is for education and entertainment purposes only, not financial advice. I am not a financial advisor, just a fellow investor sharing my random thoughts on the stock market. Remember to always do your own research and due diligence before making any investments.

*** Check out my blog on personal finance and investment topics : http://financegnome.com/

*** Tiger Brokers (stock broker) referral link: 
https://www.tigerbrokers.com.sg/activity/forapp/welcome/?lang=en_US&invite=FGNOME

*** Coinhako (crypto trading platform) referral link:
https://www.coinhako.com/affiliations/sign_up/178004_59269214
Have Chinese Tech Stocks Finally Bottomed?
Load More... Subscribe

Facebook Page

Facebook Page

Twitter Feed

My Tweets

Categories

  • Bank Accounts (9)
  • Blogging (2)
  • Bonds (34)
  • Brokers (7)
  • China Market (14)
  • Cryptocurrencies (4)
  • ETF (16)
  • General (12)
  • Investing (25)
  • Market Updates (4)
  • Options (2)
  • Personal Finance (11)
  • Portfolio Updates (61)
  • Properties (1)
  • REITs (5)
  • Robo Advisors (15)
  • Singapore Market (65)
  • Stocks (10)
  • US Market (31)

Tags

AAPL (1) ABNB (2) ARKK (6) ATVI (2) BTC (2) Cash Funds (1) CPF (5) DBS (2) dividend (2) ebook (1) endowus (7) ETH (2) EVS (2) Fixed Deposits (7) FLCT (1) FSMOne (3) HMN (1) HST (11) META (2) moomoo (2) MSFT (2) PLTR (4) portfolio (63) QQQ (5) REIT (5) Savings Accounts (5) SCHD (2) SE (7) SMH (1) SRS (3) SRT (5) SSB (35) StashAway (5) Syfe (19) T-bills (5) TDOC (3) tiger brokers (2) TLT (2) TSLA (13) VNQ (2) VOO (2) VT (7) VWRD (2) Webull (2) YYY (4)

Blogs I Follow

Singapore Investment Bloggers (directory)

TheFinance.sg (directory)

Financial Horse

Investment Moats

Turtle Investor

Dividend Titan

Value Champion

The Humji Investor

The Invest Quest

Invest For Yourself

Practical Stock Investing

The Small Investor

Dividend Growth Investor

No Money Lah

Live Rich Live Free

  • Twitter
  • YouTube
  • Facebook
Copyright © 2021 Finance Gnome. All Rights Reserved.
Proudly powered by WordPress | Theme: Fairy by Candid Themes.