I’m Jeremiah — a Singapore-based investor with 20 years in the funds industry. I document my personal portfolio: real trades, real numbers, wins and losses included.
📊 Portfolio Updates
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February 2026 Portfolio Performance: When the Plan Gets Tested
February was rough — my equities portfolio ended down 3.7% while the S&P 500 dropped 0.9%. A war in the…
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I Expected an AI Crash in 2025 and Missed the Rally
In 2024, I beat the S&P 500 by concentrating in AI/tech. In 2025, I positioned for a crash that never…
💡 Investment Ideas
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Alibaba (NYSE: BABA | HKEx: 9988) vs Sea Limited (NYSE: SE) — Time to Move On?
I’ve been holding Alibaba at 16% of my portfolio for too long. This week I’m trimming BABA and rotating into…
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WeRide: The Cheapest Pure-Play Bet on Autonomous Driving
WeRide (NASDAQ: WRD, HKEX: 0800) is the world’s first publicly listed robotaxi company — already running commercial driverless rides in…
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UltraGreen.ai: This Boring Medical Monopoly Might Not Stay Boring
A profitable surgical dye monopoly trading at US$1.74. Analysts say US$2. I’m looking 3-5 years out when cameras and AI…
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XPeng vs Tesla: Why I’m Backing the Chinese EV Maker
XPeng vs Tesla: Same technology roadmap, opposite trajectories. XPeng growing 150% trades at 2x sales. Tesla declining 8.6% trades at…
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My 2026 Investment Strategy: Targeting 15-25% Returns
Markets are volatile, but volatility creates opportunity. Trump needs wins before midterms—I’m focused on three sectors that capture what he…
