Some short updates on the Viet and global portfolios Viet portfolio The Viet portfolio represents around 5% of my parents’ net-worth. The portfolio is currently invested in 4 companies: Coteccons – led by Mr Nguyen Ba Duong, it is the largest contractor in Vietnam. It has expertise in projects ranging from residential housing to industrial… Continue reading Updates – May 2019
Another year has gone by… There has been a lot of mental activities, yet not so much portfolio activities. In 2018 both the global and Vietnamese stock markets have gone through a correction following double-digit increases (as high as 53% for the latter) in 2017. Statistically speaking the US stock market, a reasonable proxy to… Continue reading 2018
The followings will be covered in this post: My recent trip to Berkshire Hathaway Annual Meeting 2018 Some words on the saving and investing journey so far Performance Some books and readings in review Berkshire Hathaway Annual Meeting 2018 Around mid- July 2017, I got to meet David whom I have introduced in some of… Continue reading A 5-year look back
Viet Portfolio The Viet portfolio is made up of 5% of my parents and 15% of my brother’s net-worth. Despite having no money of my own in this portfolio, I aim to invest my family’s money exactly the way I would for my own. During Q1 of 2018, the biggest change in the portfolio has… Continue reading Q1 2018 update
Happy Lunar New Year! The 2018 first blog post was delayed due to the unexpectedly busy January and first half of February over in the Vietnamese equities space. Following 2017 massive gain of the VNINDEX, your author grew increasingly paranoid by the high valuation exhibited by top-class Viet companies. He then devoted the entire January… Continue reading News from the frontier…
Warning: It’s going to be a long post! In this blog post I will address the following topics Stock-market valuation assessment Investment results Key lesson learned You will quickly notice that this blog post is VERY wordy. The reason is because I want to be 100% transparent with you on what I think, what my… Continue reading 2017 Investment Results
I am always amazed by the candid approach taken by Warren Buffett in reporting Berkshire Hathaway’s performance to his loyal crowd of shareholders, stakeholders and worshippers (me included!), and I had always wondered if someone was to emulate Warren in this particular aspect. Many hedge-fund managers, as I come to find, report very candidly what… Continue reading Amazon letters to shareholders
Readers would know I place transparency to thoughts, plans, and lessons the top priority of this blog. I have no interest in hiding anything, even my own stupidity, for it usually attracting criticisms upon which I find beneficial to my own well-being as an investor and as a learner of this discipline. I follow and… Continue reading The Breakin’vestor Dream
Einstein used to say compound interest is the 8th wonder of the world, but he did not mention the road to this wonderful place is filled with crocodiles, mental challenges, ego destruction, and occasionally emotional breakdown. No wonder Warren always says that investing is not that hard as long as one can keep their temperament… Continue reading The most important event
Some October and September thoughts… Inspiration Couple months ago I’ve got to meet with Mr. L who runs his own hedge fund based in London. The meeting was nothing short of inspirational. Mr. L was born in the UK but raised in a neighbouring country to Vietnam. He then came back to the UK to… Continue reading Inspiration
