MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
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08-03 21:49
$NVO 20260807 53.0 CALL$ Covered call for premium and tiger coins collection 
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08-03 21:34
$BABA 20260807 150.0 CALL$ Covered call for premium and tiger coins collection 
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08-03 21:33
$SAP SE(SAP)$ Trimmed the position for profits 
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08-01 09:05

July 2026 Portfolio Update: Channeling "Berkshire Time"

July 2036 portfolio gained SGD45000 or 8.3%. Dividend collection is SGD14000 year to date. During the dot-com crash of 2000, Berkshire Hathaway surged over 26% while the tech-heavy NASDAQ plummeted nearly 40%. This period perfectly illustrates "Berkshire Time"—a phenomenon where conservative, value-driven strategies shine while speculative markets crumble. My core portfolio mirrors this defensive philosophy, focusing heavily on Singapore (SG) and Hong Kong (HK) dividend-paying blue chips. To add a bit of growth potential, I maintain a smaller satellite portfolio dedicated to deeply discounted Hang Seng TECH (HS Tech) stocks. While this value-and-yield approach frequently lags behind during aggressive, growth-fueled market rallies, it proved its worth this month by successfully beating the
July 2026 Portfolio Update: Channeling "Berkshire Time"
$XIAOMI-W(01810)$ Bought the dip for market swing trading 
$CHINAHONGQIAO(01378)$ Bought the dip for long term investment 
$ICBC(01398)$ Closed the position for profits 
$HENGAN INT'L(01044)$ Trimmed the position for profits 
$XIAOMI-W(01810)$ Trimmed the position at minor profits 
$TRAVELSKY TECH(00696)$ Bought the dip for long term investment 
$PropNex(OYY.SI)$ Trimmed the position for profits 
$SAP SE(SAP)$ Trimmed the position for profits.
$YUE YUEN IND(00551)$ Trimmed the position at minor profits, long term investment while strive to keep floating gain 
$NVO 20260731 55.0 CALL$ Covered call for premium and tiger coins collection 
$SAP SE(SAP)$ Trimmed the position at minor profits 
$BOC HONG KONG(02388)$ Closed the position for profits 
$TRIP.COM-S(09961)$ Another shoe dropped, buy the dip for long term investment.

The Other Shoe Drops: Fine Clears the Runway for Trip.com

Regulatory clarity allows the market to re-anchor valuation on fundamental earnings power. With the uncertainty behind it, $TRIP.COM-S(09961)$   stands poised to focus entirely on its long-term vision as a global travel leader.
The Other Shoe Drops: Fine Clears the Runway for Trip.com
$PropNex(OYY.SI)$ Bought the dip for market swing trading 
$SAP SE(SAP)$ Bought the dip for market swing trading 

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