- Alphabet (Bedokian Portfolio)
- Nvidia (Bedokian Portfolio)
- OCBC (CPF Portfolio)
- NikkoAM-StraitsTrading Asia ex Japan REIT ETF (Bedokian Portfolio)
- Cryptocurrencies Bitcoin and Ether (Trading Portfolio)
Uncertainties caused by the threat of tariffs (implied or about to be implemented), and a slew of other minor reasons, had spooked the markets somewhat, with the S&P 500 index down more than 4% year-to-date. A down market is the time to look for bargains, and ample opportunities to buy in counters at relatively less expensive prices and/or to average down on securities that one may have already owned.
Picture generated by Meta AI
Yes, this smack of the characteristic called market timing, which is usually frowned upon as the future price movement is a big unknown. However, any price is a good price if the investor felt the fundamentals and/or valuations had hit the right spot.
To summarise, since February, we had added the following five assets into our Portfolio Multiverse: