I started investing in the US Stock Market in 2021. Over a 4 year period, I have accumulated good investing experience and achieved some success in the US market. As I shared some of my investing insights with some family members, upon seeing the results, they became interested and asked if they could tag on to my investing portfolio.
Hence, I created this fund for family members to participate in and be updated on the fund’s progress. It is also my purpose to openly share this investing journey publicly for educational purposes as well as to document the success or failure of the investments made.
MyNest US Fund is priced at USD$1.00 at launch with an initial three hundred thousand units. Below is the breakdown of the fund’s initial portfolio.
MyNest US Fund Portfolio Compositions
The Fund’s portfolio consists of familiar names from the US markets with a healthy 12% cash level for further investments. The US market has rallied a lot in the past couple of years. Hence valuations are rich and the likelihood of a correction looms in 2025.
If and when the correction happens, the fund could see further inflows and subscriptions, as I would urge family members to take the opportunity to invest for the long term.
Segment Analysis
The purpose of the segment analysis really is to make sure the portfolio is not concentrated in a certain industry. While it may seem that the fund is overweighted towards the insurance industry, it is not. This is because a significant portion of Berkshire and Markel’s revenue derives from their non-insurance operating businesses and investment portfolios.
Even the tech segment is quite diverse as the fund’s main investment in Alphabet’s Google has many operating businesses, including search, cloud and YouTube.
Overall, I am rather satisfied with the current industry diversification and looking forward to see how the portfolio performs over the next 5 years.
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The SRS Fund Mar 2026
It is an enduring market reality that a concentrated minority of holdings drives the vast majority of returns. For years, DBS (currently the largest individual holding at 20.6%) has served as the compounding engine of the SRS Fund.
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MyNest US Fund Mar 26
March shattered any lingering market complacency, pivoting sharply from the localized damage of the “SaaS-pocalypse” to a systemic shock driven by the war in Iran.
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The SRS Fund Feb 2026
The Singapore Budget 2026 has set a robust backdrop for local investors. For the third consecutive year, the government is operating from a position of immense “dry powder,” with an overall fiscal surplus of $8.5 billion projected for FY2026.
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MyNest US Fund Feb 26
February 2026 proved to be one of the most challenging months for our fund since its inception. A wave of “AI anxiety” swept through the Software-as-a-Service (SaaS) sector
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The SRS Fund Jan 2026
After a blockbuster 2025 that saw GDP growth hit a surprise 4.8%, the first month of 2026 has proven that the momentum is far from a fluke. Between record-breaking stock market performance and massive industrial investments, the “Little Red Dot” is making a very big noise.
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MyNest US Fund Jan 26
I have a confession to make. After reading Chip War at the end of 2022, I fully grasped the strategic importance of TSMC and ASML in the global semiconductor supply chain.
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