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 Mar 2024 Update
The SRS fund was created in 2008 when I made my first contribution to the SRS for tax-saving purposes. Little did I imagine that it kickstarted a journey into making this fund the main vehicle for my retirement planning.
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The SRS Fund Feb 2024 Update
It is the time of the year when the Singapore government plans and proposes the nation’s budget for the next fiscal year. Since Singapore is a very small nation, the impact of government spending will be rather substantial and the direction that expenditure will give a hint of where the money will flow to the…
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Haw Par the well know value trap?
Long-time investors who are familiar with this company that produces our beloved Tiger Balm oil. As the world freed itself from Covid 19, the company made a stellar recovery in sales increasing revenue by 39.7% in the 2H of 2023.
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The SRS Fund Jan 2024 Update
The S&P 500 surge to a record high in the month of Jan erasing the loss incurred due to the fastest rate hike in recent history. The strong showing suggest the US economy remains strong and resilient despite the high interest rate environment and geo political tensions.
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The SRS Fund Dec 2023 Update
By the end of Nov, the SRS Funds barely broke even as the struggle was real throughout the year with much volatility. Much has been rumoured about a rally Santa brings around the year’s end which I have never witnessed in my short investment lifetime really did come true.
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The SRS Fund Nov 2023 Update
Despite the Federal Reserve hawish stance on interest rate the month of Novemeber brings about a roller coaster ride on yield. First US 10 year bond yield touch 5% then very quickly reversed plunging quickly as data suggest a winning war against inflation.
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