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
Tag: portfolio
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
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
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
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.
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
Interest rates have risen so much since the Federal Reserve started on their aggressive rate hike path, although off a low base. Before 2022, I’ve been so used to ultra-low
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