Portfolio Update #1
Inaugural post with nine positions
This portfolio was incepted at the start of 2023 and we have 6 months of track record currently. Google worked out really well while it is still early days for many other names.
Other previously discussed stocks and ideas include Pepsico, Roche, SG T-bills, Singapore Stock Exchange, Warner Bros Discovery and Vicom (vehicle inspection giant in Singapore).
The details with actual dollar amounts will be shared to subscribers only.
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