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 Dec 2025
If someone had told me at the start of the year that the Singapore stock market would deliver returns in excess of 20%, I would have shrugged it off as wishful thinking.
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MyNest US Fund Dec 25
MyNest US Fund rounded the first year of inception with a slight outperformance to our benchmark the S&P 500. The first year of operation tested to resolve in knowing what we own as we navigated volatility which started on Trump’s Liberation Day.
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The SRS Fund Nov 2025
If you’ve been watching the Singapore market this past month, the narrative has been impossible to ignore: it is a tale of three banks, and unfortunately for UOB, it has found itself lagging its peers.
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MyNest US Fund Nov 25
November tested the patience of the broader market, defined by a distinct shift in sentiment regarding Artificial Intelligence. The narrative of an “AI Bubble” finally took hold,
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The SRS Fund Oct 2025
Many of us in Singapore watch in dismay as interest rates from T-bills, fixed deposits and high-yield bank accounts plummet to new lows in recent months. Three months Sora now stands at 1.29%.
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MyNest US Fund Oct 25
October is usually the worst month of the year for stocks but somehow this year the stock market failed to provide any opportunities for us to deploy meaningful cash to work.
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