Portfolio Spotlight Series 1 – CXSE

Update as of September 2021 I have bought into CXSE again as of September 2021. However i have kept it within 5% weightage of my portfolio. ------------------------------------------------------------------------------------------------------ Update as of August 2021 i have sold off all my CXSE shares due to regulatory risks from the Chinese government. When the regulatory cleansing officially ends. i …

Continue reading Portfolio Spotlight Series 1 – CXSE

Portfolio Spotlight [Dimmed] – AMD

Update I have sold off this stock as of End June 2021. The reason is only due to a need to rebalance my portfolio to make room for more value stocks. The below analysis are still relevant as of June 2021. ----------------------------------------------------------------------------------------------------------------------------------- In the Portfolio Spotlight Series - i will be going through each holding …

Continue reading Portfolio Spotlight [Dimmed] – AMD

Portfolio Spotlight Series 1 – TSM

Update I have bought into this stock again as of July 2021 at a good price support level after its earnings call. I will be updating this in my next portfolio update. ----------------------------------------------------------------------------------------------------------------------------------- I have sold off this stock as of End June 2021. The reason is only due to a need to rebalance my portfolio to …

Continue reading Portfolio Spotlight Series 1 – TSM

Portfolio Spotlight Series 1 – Microsoft

In the Portfolio Spotlight Series - i will be going through each holding in my portfolio and the selection criteria for its entry. Stocks are either1. Great companies with consistent earnings, free cash flow, strong competitive moats. These are first team players2. Potential growth companies with breakout earnings, growing competitive moats etc... these are hot …

Continue reading Portfolio Spotlight Series 1 – Microsoft

Portfolio update – May 2021

Asset CategorySymbolQuantityCost BasisClose PriceValueStocksAMD3002195780.8124243StocksCXSE2001236967.7913558StocksMSFT500120473.25247.4123700StocksPLTR40007325123.0692240StocksTSM20023441.88118.5123702Equity and Index OptionsIEF 20JAN23 108.0 P1270.71282.3286232.86Equity and Index OptionsKL 18JUN21 40.0 P132.90780.276827.68Equity and Index OptionsMSFT 18JUN21 237.5 P-3-368.1287181.25-375Equity and Index OptionsPLTR 20JAN23 65.0 C508565.641.7558775Equity and Index OptionsTLT 20JAN23 110.0 P1419.08284.225422.5Equity and Index OptionsMSFT  210618C0026000050.66-330-5 I started a collaborative fund back in July 2020. The short term aim was to see how …

Continue reading Portfolio update – May 2021