Category: SRS Fund
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The SRS Fund May 2025

Singapore has a vibrant local food & beverage industry. From local hawkers to upscale Michelin-star restaurants, there is no shortage of options for local consumers to indulge. However, in recent times, the industry as a whole is facing multiple challenges simultaneously.
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The SRS Fund Apr 2025

How will Trump’s tariffs affect Singapore and the rest of the world? Initially, Mr Market said it would be a full-blown trade war, then he changed his mind and is calling bluff on Trump.
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The SRS Fund Mar 2025

The SRS Fund had its fair share of its misses. Two mistakes of omission were particularly costly in which yours truly sold iFast for a 20% gain at $1.20 and Propnex at 65 cents a little while after its IPO.
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DBS 2024 Annual Report Breakdown

DBS had a standout year in 2024, achieving record-breaking financial performance, deepening its digital transformation, and strengthening its commitment to sustainability and community impact.
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The SRS Fund Feb 2025

As we head towards the end of the current government term, Singapore was pleasantly surprised with a budget surplus as its economy grew by 4.4% in 2024.
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The SRS Fund Jan 2025

As the new US president gets to work. The world is anticipating his policies that will likely impact many businesses and countries.
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MyNest US Fund Jan 25

2025 started with a furry of news and activities that may have further implacations on companies in the portfolio. The 2 key events I kept my eyes on was the following.
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Jumbo Group Annual Report Review

Jumbo group was a position initiated into the SRS Fund due to my revenge travel boom thesis in Jun 2023. Back then I concluded that Jumbo is well positioned to take advantage of Singapore’s reopening to tourism. 18 months later, business was indeed brisk
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MyNest US Fund Launch

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.
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The SRS Fund Dec 2024 Update

The SRS Fund had its best return in a year since its inception in 2024. SRS Fund value was up 19.4%, excluding new contributions. However, the SRS Fund underperformed its benchmark STI index which drums up a whopping 22% (Dividend included).
