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 3
Portfolio Updates

Portfolio Update July 2023 – Portfolio Flattish But Tech Stocks Power The Market Higher

August 2, 2023August 2, 2023 Calvin Lo

After strong June, both portfolios have taken a bit of a breather in July. However, the S&P 500 and Nasdaq 100 continued to power on, rising 2.8% and 3.6% respectively,

Read More
Investing Market Updates Portfolio Updates

Bull Market or Recession? How I’m Preparing My Portfolio for Both [Video]

July 7, 2023July 7, 2023 Calvin Lo

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

Read More
Portfolio Updates

Portfolio Update June 2023 – Another Month of Outperformance

July 3, 2023July 3, 2023 Calvin Lo

June has been another good month for the portfolios, both of which outperformed the S&P 500 and Nasdaq 100. Looking at the 1-month S&P 500 heat map from Finviz, the

Read More
Investing Portfolio Updates US Market

S&P 500 Enters Bull Market – Why I’m Buying [Video]

June 16, 2023June 16, 2023 Calvin Lo

S&P 500 has finally exited an almost year-long bear market and has entered into a fresh new bull market. In this video, I share: Let me know what you think

Read More
Portfolio Updates

Portfolio Update May 2023 – Powered Higher By Growth Stocks, Nvidia, Tesla, Palantir

June 5, 2023June 8, 2023 Calvin Lo

What a difference a month makes. After a flattish and uninspiring April, May was a blast especially for tech stocks and consequently the portfolio. Markets seemed to have put the

Read More
Portfolio Updates

Portfolio Update April 2023 – Hurt by Banking Crisis and Tesla

May 4, 2023May 4, 2023 Calvin Lo

Markets have been taking a bit of a breather last month, ending April relatively flat. The S&P 500 outperformed the Nasdaq 100 though. The Family Portfolio performed in line with

Read More
Portfolio Updates

Portfolio Update March 2023 – Portfolio Rallying Along With Markets

April 6, 2023April 6, 2023 Calvin Lo

It’s the end of the Q1 already! Markets raced upwards to end the quarter strong, especially for the tech-heavy Nasdaq. Family portfolio performed largely in line with S&P 500, but

Read More
black and white chess pieces on chess board
Investing Portfolio Updates

My Stocks Portfolio Strategy For 2023

March 6, 2023May 24, 2023 Calvin Lo

Time flies and it’s already March but I thought I’d share my stocks portfolio strategy for the year ahead anyway. Let’s talk about the macroeconomic situation to set the stage.

Read More
Portfolio Updates

Portfolio Update February 2023 – Portfolio Green Despite Market Red

March 3, 2023March 3, 2023 Calvin Lo

So pleased that both stock portfolios were in the green last month, especially considering that market indices were in the red for the month. As far as I recall, having

Read More
Portfolio Updates

Portfolio Update January 2023 – Starting the Year with a Bang

February 3, 2023February 3, 2023 Calvin Lo

Stocks are racing off the mark strongly in 2023. US stocks have been rallying on expectations that the Fed hiking cycle might be nearing the end. Chinese stocks likewise have

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.