By The Bedokian Portfolio • December 9, 2024
“Everyone is a genius in a bull market”
This quote was attributed to Mark Cuban, a billionaire investor and entrepreneur. For context, he was...
By The Bedokian Portfolio • December 3, 2024
The issue that is cropping up for retail real estate investment trust (REIT) investors would be the question of the Johor Bahru (JB) – Singapore...
By The Bedokian Portfolio • December 1, 2024
Inside The Bedokian’s Portfolio is an intermittent series where I will reveal what is actually inside our investment portfolio, one...
By The Bedokian Portfolio • November 24, 2024
With cuts to the interest rates happening, many investors expected that real estate investment trusts (REITs) would see their heydays coming again,...
By The Bedokian Portfolio • November 17, 2024
Mathematics, or math/maths, depending on which part of the world you came from, is a subject which almost all of us had encountered in school, and...
By The Bedokian Portfolio • November 10, 2024
During an investment discussion, one of my acquaintances had asked an interesting question, which is: “You have been updating about which counter...
By The Bedokian Portfolio • November 3, 2024
The past week had seen some notable technology companies reporting their quarterly earnings. For this post, I will look at the two holdings which I...
By The Bedokian Portfolio • October 21, 2024
Supplementary Retirement Scheme, or SRS for short, was introduced in 2001 and it is part of the Singapore Government’s multi-pronged strategy to...
By The Bedokian Portfolio • October 19, 2024
I admit that the title of this post sounds like a click bait, but it is mostly true, at least based on my observations and conclusions. In a way I...
By The Bedokian Portfolio • October 10, 2024
As an investor, whether going for growth or dividends, we like to own companies that are near-monopolistic, or at least having a wide moat, as they...