Category: Value Investing
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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).
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The SRS Fund Nov 2024 Update
The US Presidential Election took centre stage for the month of November. Global stocks then rallied on the back of Donald Trump’s return to the white house. The euphoria took place across all asset classes, led by crypto, as bitcoin rallied past the 100k mark.
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The SRS Fund Oct 2024 Update
As the enthusiasm for the Fed interest rate cut and announced China stimulus subsided during October, the focus has now turned to upcoming earnings seasons.
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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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