Investment Diary (By Joe Pong Wealth)
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πŸ† Recording Wealth Accumulation Journey Together
πŸ’¬ Join Discussion Room:
https://t.me/investmentdiarychat
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Can I buy #DBS now? 🏦
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In this post, I share my analysis of the company, with the methodology I use to evaluate its economic moats, financials and fair valuations.
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Do you own any shares of this company in your portfolio?
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This is not a financial advice.
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#investing #stock #analysis #investment #investmentdiary #DigitalBankSingapore #Dividend
Top 3 positions = 50% of Portfolio
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#TSLA #PLTR #DBS
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Top 10 positions > 80% of Portfolio
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#GOOG #AAPL #BABA #ABNB #CRWD #NET #MSFT
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8 winners, 20 losers, more work to be done
2023 Q3 Portfolio Review
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Top 3 positions = 50% portfolio value
#TSLA #PLTR #DBS
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Top 10 positions = 80% portfolio value
#GOOG #AAPL #BABA #ABNB #CRWD #NET #ASML
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Total of 90% of portfolio value in Tech (41%), Consumer Cyclical (36%), Financial (13%)
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Country exposure:
US (85%) >> SG (11%) > HK (4%)
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New positions added this Quarter:
#ASML #NEE #QQQ (not recorded)
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Continue to add on positions in Q4
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To add more portfolio investment weightage in healthcare and finance sectors
2024 Portfolio ReviewπŸŽ„
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It has been a great year for equity investments, especially in US πŸ”₯
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Logging in 50% annual return this year πŸŽ‰
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Reaching my milestone well πŸ‘
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Let’s invest wisely in 2025 😎
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Will 2025 be another bullish year?

#invest #portfolio #stock
#pltr #tsla #goog #dbs #aapl