By The Bedokian Portfolio • October 3, 2026
Sometimes I wonder whether investors treat their portfolios too much like a hobby collection; I own this counter. I own that counter. I have some of...
By The Bedokian Portfolio • September 26, 2026
If one is a technology sector investor, especially among the hype of artificial intelligence (AI), one monthly report would likely be of interest to...
By The Bedokian Portfolio • September 19, 2026
The United States Federal Reserve has raised interest rates by 25 basis points to a target range of 3.75% to 4.00%, its first hike since July 2023. It...
By The Bedokian Portfolio • September 13, 2026
Inside The Bedokian’s Portfolio is an intermittent series where I will reveal what we have in our portfolio, one company/bond/REIT/ETF at a time. In...
By The Bedokian Portfolio • September 5, 2026
Introducing a new series called Short Take, where I try to explain complex goings-on in the financial markets and economy in digestible bits, and tie...
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...