In less than two weeks’ time, it would mark 7 years dabbling in the stock market for me. Besides these monthly updates, it has been some time since I wrote exclusively about investments and I shall be preparing a series of posts just for this milestone. Yup, peak period for my work is over and I have more free time these days.

Month-on-month, the portfolio rose pretty significantly by $7,000 to reach $428,000 and it’s amazing that the 15HWW Permanent Portfolio is nearing $160,000 in value. This is supposed to be a defensive portfolio but over the past two years, the gains have exceeded $15,000.

Some dividends came in to boost cash levels and there was a buy and sell transaction this month for the Personal Picks sub-portfolio and the DWI Picks sub-portfolio respectively. I am quite happy stacking up cash at this point in time as I anticipate a ...