After just 3.5 months since the Family Portfolio cracked S$500K (see post here), the portfolio has now touched S$600K but has pulled back slightly below the past few days. The speed this market is shooting higher since the recent bottom in April 2025 has really caught me by surprise. Since breaking all-time highs in June, this market just keeps pushing higher and higher despite analysts saying the market is overheated and due for a pullback.

I’ve trimmed some positions to rebalance the portfolio to buffer up cash as the market moved higher, especially tech stocks that have run up fast and furious.

The dip in April allowed us to pump cash into the portfolio to build up equity, which resulted in explosive growth in tandem with the swift market recovery. I do this in a systematic and repeatable way, raising cash as markets go up and deploying cash when