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Tong's Portfolio
Tong's Portfolio
With US stocks priced to near perfection, cash will be king … again
Our issue with US stocks is that valuations remain too high, even if earnings are holding up.
August 17, 2023
Tong's Portfolio
The limitations of our knowledge narrow our windows of opportunity
The Malaysian Portfolio far outperformed both the Global Portfolio and MSCI World Net Returns Index.
February 23, 2023
Battle of the Portfolios
No Santa rally yet Deep Deep did it again
Deep Deep is relentless. If it has a Terminator-like voice, it will probably say, "I'll be back. I will win it all."
January 12, 2023
Battle of the Portfolios
Can Man beat Machine in stock investing?
Join us in this AI discovery journey and may the best portfolio — man vs machine; concentrated vs diversified, win.
October 20, 2022
Tong's Portfolio
Grow foreign and local investments or be left behind
The Global Portfolio closed 2% lower for the week ended June 22. Total portfolio returns since inception now stand at 24.5%.
June 24, 2022
Books
The timeless value of value investing
Tong's Portfolio explains how our Global Portfolio outperforms MSCI World Net Return Index
March 03, 2022
Tong's Portfolio
Part 1: Why is Bursa a chronic underperformer? Capital controls imposed
This has to be THE million-ringgit question for long-suffering investors on Bursa Malaysia.
February 04, 2022
Tong's Portfolio
Inflation will stay high for longer ... but secular trends will drive prices down soon
This is shaping up to be one of the worst Januaries for the Global Portfolio in recent years.
January 27, 2022
Tong's Portfolio
SIA, a proxy for Singapore's growing strength as the Asean hub
SIA is a unique investment opportunity with a lopsided risk-return proposition.
February 19, 2021
Tong's Portfolio
What ails the Malaysian property sector
Why are many Malaysians finding homes beyond their reach, despite low interest rates?
July 03, 2020