Portfolio
Portfolio update May 2026
DRAM bull market, Japanese SaaS, Korean small caps, Indonesia going down the drain
Portfolio
Portfolio
Portfolio update April 2026
A nice rebound in April
Portfolio
Portfolio update March 2026
Risk-off in Asia
Portfolio
Portfolio update February 2026
Up another +6.8% in February
Portfolio
Portfolio update January 2026
A volatile month
Portfolio
Portfolio update December 2025
A nice end to the year
Portfolio
Portfolio update November 2025
A down month
Portfolio
Portfolio update October 2025
Continued gains in AeroEdge
Portfolio
Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio
Portfolio update August 2025
AeroEdge saves the portfolio. Estimated reading time: 26 minutes
Portfolio
Portfolio update July 2025
A nascent bull market? Estimated reading time: 24 minutes
Portfolio
Portfolio update June 2025
Another strong month. Estimated reading time: 28 minutes