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Historical Data

APRIL STOCK PICKS

2025-03-31

April stock picks


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MARCH PERFORMANCE

2025-03-31

March portfolio outperforms the market again


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FEBRUARY PERFORMANCE

2025-03-01

AI Portfolio doubled the market return


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JANUARY PERFORMANCE

2025-02-05

January performance is stable


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DECEMBER PERFORMANCE

2025-01-01

December performance has stablized due to higher cash holding


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NOVEMBER PERFORMANCE

2024-11-29

AI portfolio outperforms the market this month.


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OCTOBER PERFORMANCE

2024-10-31

This month's performance is solid and less volatile than market


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SEPTEMBER PERFORMANCE

2024-09-30

September performance is good but trailed the market because the portfolio has limited exposure to the HSI composites


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AUGUST PERFORMANCE

2024-08-31

The portfolio is breakeven in August


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