WELCOME!
Investment is most intelligent when is most businesslike
~ Benjamin Grahm
Using the ideas and wisdom from Warren Buffett and Charlie Munger, I try to navigate the different terrains of the investing landscape.
LATEST POSTS
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The SRS Fund Sep 2025
The Singapore market had been one of the most underperforming stock market in the world for the past 10 years. Since reaching a high of 3,900 in 2007, it took more than 12 years for this peak to be surpassed in 2025.
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MyNest US Fund Sep 25
MyNest US Fund is up 14.4% year to date, in line with the general US market. This performance was made possible by Google, as it single-handedly moved the needle for our fund.
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The SRS Fund Aug 2025
Singapore Banks, namely DBS, UOB and OCBC had a nice run up over the past 2 years as short-term interest rates heightened after record inflation due to record money printing during the Covid Pandemic
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MyNest US Fund Aug 25
I am happy to report that the fund has returned to keep pace with our benchmark the S&P500 index, despite it being structured to be a more resilient portfolio.
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The SRS Fund Jul 2025
The government drummed that a world class financial sector should include a vibrant stock market. In the month of July this was finally put into action as 2 funds were appointed to invest in the Singapore stock market.
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MyNest US Fund Jul 25
This earnings season has turned out rather well so far, as Google led the way to dispel investors’ concerns about its search monopoly. The company also made inroads into segments including cloud and YouTube.
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