
Learning from the Best
The best way to learn is by standing on the shoulders of giants. In the world of investing, few stand taller than Warren Buffett and Charlie Munger. Over more than 50 years, Buffett has grown Berkshire Hathaway’s market value at an average annual rate of 20.1%—a truly remarkable feat.
To put that into perspective, a $1,000 investment in Berkshire in 1965 would be worth over $39 million today. Their success wasn’t just luck. Many other value investors—often called the “Superinvestors of Graham-and-Doddsville”—have used similar principles to achieve outstanding long-term returns.
This blog is my space to share my journey as a value investor, applying the time-tested investment philosophy of these two legendary figures.
I will also be sharing insights into my retirement portfolio, the SRS Fund, which focuses on investments in the Singapore stock market. Each month, I’ll provide updates on the fund’s performance and any trades made along the way.
Beyond that, I’ll occasionally write about investment principles, lessons from great investors, and some fun facts about investing in general.
One important note: this blog is not about stock tips, market timing, or financial advice. Everything shared here is purely for educational purposes.
What I do hope is that my experiences and insights will help you refine your own investment approach, giving you practical ideas to apply on your journey.
Welcome, and happy investing!
LATEST POSTS
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The SRS Fund Sep 2024 Update
In last month’s review, I pointed out that the STI benchmark will be hard to beat going forward and any outperformance of the SRS fund will likely be contributed by our China-related holdings.
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The SRS Fund Aug 2024 Update
I have experienced several market reversals in my 20 years or so investment journey. Non though in my memories is as fast as what had happened in August of this year.
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The SRS Fund Jul 2024 Update
There was much focus on the Banks and REITs sector and how their fortune had diverged since the unprecedented pace of interest rate increase by the US Federal Reserves to curb high inflationary pressure.
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The SRS Fund Jun 2024 Update
The three major banks now made 43.6% of the SRS Funds. This is very similar to their weighting in the benchmark Straits Times Index. Hence having almost 50% of the SRS Fund being identical to the benchmark any outperformance will be very difficult.
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The SRS Fund May 2024 Update
Investors did not go away this May, and the economies in Singapore and the United States kept on humming. Listed companies generally reported good solid earnings providing the foundation for the stock market to reach new highs.
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The SRS Fund Apr 2024 Update
Into the 2nd quarter of the year, the market realised that inflation may not be falling after all. The stock market for one is heating up as earnings from major corporations over the world showed strong growth.
