August 2022 - Here we go again...
After last month, I thought we may have been all clear, but it turned out to not be the case. Despite bleeding markets, several of my companies have had good things happen, which I share here. Also, an exciting new addition has made it to my Watch List.
July 2022 - Up, up, and away!
July has been a month of great recovery. I look at earnings of some of my biggest holdings and news out of Unity and 3M.
February 2022 - War in Europe
This is this second entry in my newly launched investment journal where I share my portfolio performance, moves, thoughts, and dividend history. The stock market continues its volatility amidst uncertainty and fear - and while the situation created by the Russian invasion of Ukraine has had an impact on my portfolio - it has not changed my strategy.
Nvidia is not getting ARM: So what now?
By the looks of it, Nvidia has now finally given up on acquiring Arm, possibly the most important semiconductor firm in the world. Here is what it means and my thoughts surrounding the topic. Will I be selling out?
My investments in 2021: A year in review
Happy new year everyone: After a quick break in December/January for my exams, I am now back. Starting off with this breakdown of my investments and portfolio performance over the full year 2021. With this update I will be sharing some changes to the format going forward as well as my expectations for 2022.
Monthly Update #011 - November 2021
November has come and gone - It is time for another update on my investment portfolio and the events that have taken place over the last month. For one, I have exited one position entirely...
Monthly Update #010 - October 2021
It is the end of October, the scariest month of all and Halloween is upon us. But let us get through this together with an update on how things are going. It might not be so bad after all!
I believe in the Metaverse
There has been a lot of talk about the metaverse in investment communities as of late - The latest buzzword deemed the next big thing. And now with the Zuckerberg announcement of Facebook (FB) rebranding to Meta (MVRS) it seems now its finally out in the open with the general public. So what exactly is it and does it matter at all?
Balancing diversification in individual stock picking
Diversification is often top of mind when it comes to investing and generally speaking it becomes more important as your investments grow. While I generally encourage diversification and claim it good practice I do believe many new investors go overboard in this regard and end up overdiversifying. How can you overdiversify? Well, lets have a look at that.