The Moss Piglet is back. Here is an update on my portfolio and my thoughts on how 2021 will end.
Since Biden was elected, the S&P 500 has traded up 14%. That's the best performance between Election Day and Inauguration Day in history. With a new US president in the White house, what is next for the markets?
Long term investing is not easy. Investors are often excited about the magic of long-term holdings and the ease of multiplying their returns. However, why is it not easy to achieve with such a proven investment strategy?
2020 is the year of COVID-19, a year of uncertainty, and changes happening at a fast pace. It offers several interesting lessons for me. Portfolio Performance My portfolio returned 55.96%. With a bit of luck, I managed to turn it around after that disastrous first half of 2020. At one point I was down 25%. … Continue reading 2020 Review, Lessons Learnt, What I’m looking out for in 2021
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.
Here I explore a few reasons why I decided to turn my attention to the East and start my investment journey in the China market.
Using Moneyball as a reference, I took a dive into why value investing has lost its lustre and how value investors can adapt or die.
Portfolio update for 3Q2020
Just some random thoughts on a Sunday afternoon
I have written on this topic sometime last year. https://mopiglet.com/2019/06/19/the-importance-of-assessing-management-quality/ Last week, we received news about a corruption case involving a former LTA staff and directors from several construction firms. https://www.businesstimes.com.sg/companies-markets/former-lta-deputy-group-director-charged-with-corruption I was surprised at this news especially with the people involved. Mr Henry Foo was once touted as one of the more promising LTA … Continue reading It’s Hard to Measure Management Quality (Revisited)