Asian Century Stocks

Portfolio update August 2025

AeroEdge saves the portfolio. Estimated reading time: 26 minutes

Aug 28 • 

Michael Fritzell

36

2

July 2025

Portfolio update July 2025

A nascent bull market? Estimated reading time: 24 minutes

Jul 30 • 

Michael Fritzell

14

June 2025

Portfolio update June 2025

Another strong month. Estimated reading time: 28 minutes

Jun 29 • 

Michael Fritzell

28

5

May 2025

Portfolio review May 2025

Estimated reading time: 22 minutes

May 28 • 

Michael Fritzell

7

7

April 2025

Portfolio review April 2025

Liberated. Estimated reading time: 30 minutes

Apr 30 • 

Michael Fritzell

15

12

Portfolio review March 2025

Liberation day? Estimated reading time: 26 minutes

Apr 3 • 

Michael Fritzell

17

February 2025

Portfolio review February 2025

Excitement in Japan SaaS. Estimated reading time: 20 minutes

Feb 26 • 

Michael Fritzell

12

January 2025

Portfolio review January 2025

Big news for the Philippines. Estimated reading time: 24 minutes

Jan 29 • 

Michael Fritzell

14

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Jan 3 • 

Michael Fritzell

13

December 2024

Portfolio review November 2024

Oh well. Estimated reading time: 32 minutes

Dec 1, 2024 • 

Michael Fritzell

18

6

November 2024

Portfolio review October 2024

One new position. Estimated reading time: 20 minutes

Nov 1, 2024 • 

Michael Fritzell

19

September 2024

Portfolio review September 2024

China is where it's at. Estimated reading time: 27 minutes

Sep 29, 2024 • 

Michael Fritzell

12