Many things have happened in September as well as in Q3, Huawei Mate 60, iPhone ban in China, iPhone 15 release, CPI release and ARM IPOs are just a few of the events that have made Q3 exciting. We shall see what the final part of 2023 brings us as we move along. A review of the numbers for Q3 to keep track and record the progress we are seeing in the portfolio. Read more:  Q2 2023 Portfolio Update

Stocks Portfolio

As the FED/Powell mentioned that rates would stay higher for longer, the equities hasn’t been doing too well as we also see Singapore Savings Bonds having a 3.32% if you hold for 10 years and relatively attractive rates for T-bills. In terms of US, the treasuries are popular and money is not yet flowing into equities as we are predicting that rates will stay longer and higher. Tesla...