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.
Category: Portfolio Updates
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
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
Unfortunately, we didn’t get a Santa rally to cheer us up for the holidays. December ended deep in the red, and took our portfolio down with it. The Family Portfolio
2022 has not been a kind year financially. In terms of the investment portfolio, definitely a year I would like to forget. But then again, the lessons learnt might prove
November was nice green month in markets, with all 3 U.S. indices DJIA, S&P 500 and Nasdaq 100 up around +6%. Stocks got a boost from better than expected U.S.
Stocks ended October in the green although the performance was pretty uneven among sectors. Value stocks outperformed, as shown by DJIA up +14% MoM vs S&P 500 up +8% and
Bearish sentiment continued to dominate in September. Both stocks and bonds got destroyed. Almost every currency other than USD (luckily SGD too) is getting destroyed. S&P 500 and Nasdaq 100
Fed chair Jerome Powell’s speech at Jackson Hole on 26 Aug brought the market back down to earth. It wasn’t all him though. The stock market had already peaked on
I’ve learnt from past earnings seasons not to trade in the shares of a company in the run up to its earnings results. So now, most of the time I’ll