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 broader market in July.
$Lion-OCBC Sec HSTECH S$(HST.SI)$
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