By The Bedokian Portfolio • August 29, 2026
Coined by legendary fund manager Peter Lynch in his 1989 book One Up on Wall Street, "bagger" is a term borrowed from baseball, where the number of...
By The Bedokian Portfolio • August 21, 2026
During my secondary school and tertiary education years, I had the joyful experience of playing several strategic games, such as chess, Risk,...
By The Bedokian Portfolio • August 15, 2026
When talking about investing, one could often hear the terms "active investing" and "passive investing". Usually, active means selecting investments...
By The Bedokian Portfolio • August 9, 2026
The recent roller-coaster ride in South Korea's KOSPI has been quite something. After a strong rally earlier in the year, the market experienced a...
By The Bedokian Portfolio • July 30, 2026
Back in July 2016, the first post on this blog went live. It was a short piece, little more than a welcome note explaining that this would be a space...
By The Bedokian Portfolio • July 18, 2026
Cash plays an important role in the Bedokian Portfolio, a pool of liquidity that could be deployed to the other four asset classes (equities, real...
By The Bedokian Portfolio • July 18, 2026
Cash plays an important role in the Bedokian Portfolio, a pool of liquidity that could be deployed to the other four asset classes (equities, real...
By The Bedokian Portfolio • July 11, 2026
One of the oft-heard questions from fellow investors during periods of market volatility was, "What should I do now?" Picture generated by...
By The Bedokian Portfolio • July 11, 2026
One of the oft-heard questions from fellow investors during periods of market volatility was, "What should I do now?" Picture generated by...
By The Bedokian Portfolio • July 4, 2026
Our Bedokian Portfolio test investor, Bob, had recently rebalanced his portfolio on 30 June 2026, which can be seen here. At the end of last year,...