Category: Value Investing
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The SRS Fund Dec 2025
If someone had told me at the start of the year that the Singapore stock market would deliver returns in excess of 20%, I would have shrugged it off as wishful thinking.
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MyNest US Fund Dec 25
MyNest US Fund rounded the first year of inception with a slight outperformance to our benchmark the S&P 500. The first year of operation tested to resolve in knowing what we own as we navigated volatility which started on Trump’s Liberation Day.
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The SRS Fund Nov 2025
If you’ve been watching the Singapore market this past month, the narrative has been impossible to ignore: it is a tale of three banks, and unfortunately for UOB, it has found itself lagging its peers.
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MyNest US Fund Nov 25
November tested the patience of the broader market, defined by a distinct shift in sentiment regarding Artificial Intelligence. The narrative of an “AI Bubble” finally took hold,
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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
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 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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