It’s been slightly more than 2 years since I have updated my portfolio on this blog.  You can check out the Sep 2018 update if you want a comparison. What’s really interesting is that in Sep 2018, I announced my  first foray into tech stocks, with a small purchase on Tencent. Even then, many many many, including myself thought that I was maybe a bit too late in the game. Hindsight has proven otherwise. The composition of the portfolio has since tilted towards that direction, as I started adding the US tech giants into the mix. This evolution is partly responsible for pulling up my returns and I am happy to admit that it’s close to my long term target of 10% annual returns. The other factor? The. Year. 2020. Of course, not everything I touched (traded would be more apt) turned into gold. Like selling 12,000 shares of FLCT at 87 cents in late March 2020.

“Well, show me someone without investment mistakes in 2020 and there you have it, a market commentator” – Mr 15HWW

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