Archive - Portfolio of Asian Century Stocks

Portfolio update June 2025

Another strong month. Estimated reading time: 28 minutes

Jun 29 •

Michael Fritzell

May 2025

Portfolio review May 2025

Estimated reading time: 22 minutes

May 28 •

Michael Fritzell

April 2025

Portfolio review April 2025

Liberated. Estimated reading time: 30 minutes

Apr 30 •

Michael Fritzell

Portfolio review March 2025

Liberation day? Estimated reading time: 26 minutes

Apr 3 •

Michael Fritzell

February 2025

Portfolio review February 2025

Excitement in Japan SaaS. Estimated reading time: 20 minutes

Feb 26 •

Michael Fritzell

January 2025

Portfolio review January 2025

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

Jan 29 •

Michael Fritzell

Portfolio review December 2024

One new position. Estimated reading time: 22 minutes

Jan 3 •

Michael Fritzell

December 2024

Portfolio review November 2024

Oh well. Estimated reading time: 32 minutes

Dec 1, 2024 •

Michael Fritzell

November 2024

Portfolio review October 2024

One new position. Estimated reading time: 20 minutes

Nov 1, 2024 •

Michael Fritzell

September 2024

Portfolio review September 2024

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

Sep 29, 2024 •

Michael Fritzell

Portfolio review August 2024

Sailing through the yen volatility. Estimated reading time: 31 minutes

Sep 1, 2024 •

Michael Fritzell

July 2024

Portfolio review July 2024

Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes

Jul 31, 2024 •

Michael Fritzell

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