May 2022 - Downwards and onwards!
May has come and gone and so it is time for another entry in my investment journal. It has been quite an eventful month, although I have been busy with exams. The markets are still rough and both my portfolios continue to be in the red for the year. Unity (U) has taken a beating and suddenly Alphabet, the parent company of Google has found a place in my portfolio quicker than anticipated. Let us have a look!
April 2022 - It is not over yet
We made it through April... Barely. It has been the worst month in several years riddled with earnings disappointment and drama. Come check out what I feel about all this and how my portfolio is doing.
I made my first (small) investment in a private company
Read about why I decided to invest in Nothing, a privately held company led by OnePlus co-founder Carl Pei, regardless of my disappointment in their recent event.
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.
Do not panic: Even at the worst of times
Record level inflation, rising interest rates, and a Russian invasion have put the markets under stress - and even if you have managed to avoid the worst of it, stocks are still as volatile as ever. Investors are worried about the short-term outlook - But here is why you should stay invested for the long-term.
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?
Monthly Update #012 - December 2021
It is the last day of the year and I only have time for a quick update before the new year's preparations begin. Consider this this last chapter of 2021's Monthly updates and a teaser for a year in review to be posted sometime in January, once my exams are over and done with.
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?
Monthly Update #009 - September 2021
September has ended, I all awake and its time for another update on my portfolio performance, my claimed dividend and whatever events may have occured.
Making sense of the Chinese crackdown
A long list of signficant events have taken place in China throughout this year. The Evergrande situation is only the latest in pushing Chinese markets down. Does this present and oppotunity for you as an investor or should you stay away entirely?
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.
Monthly Update #008 - August 2021
August is wrapped up and so is my (long) summer holiday. It is time that I return to my every day schedule - none the less the monthly updates continue as always. I discuss recent events of my most important holdings as well as sharing website traffic stats and a small personal update.
Monthly Update #007 - July 2021
July markets are closed and so here is another update on my portfolio performance, dividends, significant events, the site and some personal stuff.
Monthly Update #006 - June 2021
At half a year of updates, my June portfolio overview is ready for those of you who are interested. It has been a quiet month in many aspects, but a great one overall.
Monthly Update #005 – May 2021
An update with a portfolio in the red for the month and two new purchases. A dividend update and huge news coming out of AT&T... And then I have been struggling with exams.
Xiaomi's future as an IoT and lifestyle brand - An opportunity for the long term investor
Xiaomi, one of the worlds youngest technology giants is working to become a software provider for their immense hardware product portfolio. This presents an incredible opportunity over the long term for any serious investor in the tech space.
A situation overview of the semiconductor industry, the shortage and more...
Since my last writeup the world has entered into a semiconductor shortage, intel has put in place a new CEO, Nvidia is going all in on the data center business and much much more...
Using Reddit as a tool for your investments
Reddit has gained some interest from investors as of late as a place to help you stock pick and spotting trends. This certainly holds true for myself - a reddit veteran and long term tech investor.