portfolio

Portfolio update #12 (f🔐); 2025

Some fine-tuning for the New Year, and a new position

Jan 2 •

Portfolio update #11 (f🔐)

Swapping long tails

Nov 16, 2024 •

Portfolio update #10 (f🔐)

Excel templates and portfolio updates

Oct 20, 2024 •

Portfolio update #9 (f🔐); HK growth stocks

Update for the recent three HK growth stock additions

Sep 24, 2024 •

HK 第23部分; Bingo cards

As a stock investor you really do experience everything.

Aug 18, 2024 •

Portfolio update #8 (f🔐)

One for the beach

Aug 15, 2024 •

Portfolio update #7 (f🔐); Divies and Roll-ups

Several small changes >> 1 exit, 1 new addition with hsd % divi yield, 1 new long-tail roll-up addition trading around an estimated 6x/4x 2024/2025 P/E…

Jul 30, 2024 •

News & Insights #14; Big = Beautiful?

Investing in Small vs Large HK stocks *** Gaming Innovation Group *** Sintana

Jun 28, 2024 •

Portfolio update #6 (f🔐); Covid-recovery plays

Two absurd-cheap, high-dividend, covid-recovery additions *** Dividend yield: overall portfolio 5%, HK sub-portfolio 7%

Jun 18, 2024 •

Portfolio update #5 (f🔐); 5% divi portfolio

Update on the overall 5%-yielding portfolio, and the 7%-yielding HK sub-portfolio +++ Jam's investment goals & philosophy

May 31, 2024 •

Portfolio update #4; Hogs, Divies, and Momentum

Tweaking the portfolio for the Hog cycle, Divies, and Momentum.

May 14, 2024 •

Portfolio update #2 (f🔐)

One new stock entered the portfolio, and I topped-up two others.

Mar 27, 2024 •

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