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
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.