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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


  • The SRS Fund Oct 2025

    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

    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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  • The SRS Fund Sep 2025

    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 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

    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

    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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