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Disclaimer: This article constitutes the author’s personal views only and is for entertainment and educational purposes only. It is not to be construed as financial advice in any shape or form. Please do your own research and seek your own advice from a qualified financial advisor. From time to time, the author may hold positions in the below-mentioned stocks consistent with the views and opinions expressed in this article. I have positions in all of the below stocks at the time of publishing this article. This is a disclosure - not recommendations to buy or sell stocks.

Portfolio update

Carnage over the past month. Down -5.7% month-on-month and now down -0.5% over the first twelve months of the portfolio, measured in US Dollars.

It’s the strength of the US Dollar that’s wrecking markets across Asia. The Yen is now at 144, the Singapore Dollar at 1.44, for example. The only currency that has been spared is the Hong Kong Dollar, thanks to its peg, but unfortunately, I have little exposur…