portfolio

Portfolio update #15 (f🔐)

Updated portfolio tables + one portfolio exit

Feb 21 •

Portfolio update #14 (f🔐); MAGA

Updated thoughts on some North American long-tails positions, and an updated financial model on Sylogist

Jan 24 •

Portfolio update #13 (f🔐) 10%+ divi stocks

This Portfolio post talks about dividend income investing, and introduces two double-digit (10%+) dividend yield stocks

Jan 8 •

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 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts