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Portfolio Divergence From Benchmarks – Thanks Trump!
By SG ThumbTack investor  •  May 8, 2019

The 1 major headline in the past few days has certainly been all about the US-China trade negotiations and Trump’s threat to hike tariffs 2 days from now.

In the midst of all the uncertainty, the global markets have been roiled and US markets have taken a tumble this week.

Whilst I have not predicted this, and neither do I try to, my US portfolio has benefited and continued it’s relentless upward march, even while the world burns and the indices FINALLY start turning down:

867) divergence

Finally.

Everything starts turning red for once. Everything except TTI’s portfolio.

Hitting a new high of 41.62% ROI YTD, and especially since it’s coming at a time where there

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By SG ThumbTack investor
I am a Singaporean male in my mid-30s, and this blog chronicles my investing ideas and activities. I hope to search for and find contrarian and deep value investing ideas and will chronicle all these ideas here, both the successes and the failures. (hopefully less of the latter) ...
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