Blog

Stock action

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Added further to Microsoft at US$142, Trade Desk at US$192 on 12th March and Hong Kong’s

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Stock action on 9th March

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Added to Microsoft at US$150,3 and Singapore’s DBS Bank at US$59,9 yesterday. This crash

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Opened a new position in Microsoft

Opened a new position in Microsoft at US$158 and added to Trade Desk at $256,8 on 6th

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Exited Kingboard Holdings

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Sold out of Kingboard Holdings at HK$20,2 net of charges taking a 8.9% loss and added to

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Capital allocation

The last week is a great illustration on why one should never have capital tied up in the

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Further stock action on 28 Feb 2020 and The Trade Desk

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Added to Alibaba and Link Reit in Hong Kong yesterday, 28 February 2020 with the cash

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Portfolio action

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Sold half my holding in US listed The Trade Desk yesterday (24th February 2020) at

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Insights gained from 12 years of managing an equity investment portfolio

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My thought process has definitely evolved from when I started blogging and managing my

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About me

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