Portfolio update September 2025
A weak month for the portfolio, but with three deep dives published, plenty to think about.
Portfolio
47 articles
(Page 2)
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Portfolio review June 2024
Momentum in Japan but not much elsewhere. Estimated reading time: 22 minutes
Portfolio review May 2024
Finally some interest in Hong Kong equities. Estimated reading time: 29 minutes
Portfolio review April 2024
Monthly update about my personal Asia-focused portfolio of stocks. Estimated reading time: 22 minutes.
Portfolio review February 2024
Hong Kong small caps finally showing signs of life. Estimated reading time: 21 minutes
Portfolio review January 2024
A double-dip in the Hang Seng Index? Estimated reading time: 23 minutes
Portfolio review December 2023
Some further help from the weak US Dollar. Estimated reading time: 21 minutes
Portfolio review November 2023
This feels like an inflection point. Estimated reading time: 24 minutes.
Portfolio review September 2023
There's no place like Hong Kong. Estimated reading time: 21 minutes.