Tong’s value investing portfolio

SINGAPORE (Mar 5): The past 2½ months since the Global Portfolio started have been eventful, to say the least, coinciding with the first meaningful market correction after two years of historic calm.

SINGAPORE (Feb 26): Volatility has just become the new catchphrase for investors. It certainly makes for a more challenging investing environment but also presents some interesting opportunities.

SINGAPORE (Feb 19): As volatility in global equity markets extends into the second week, there is plenty of anxiety to spread around. According to Bloomberg, some US$23.8 billion ($31.5 billion) was pulled from equity funds, the bulk from exchange-traded

SINGAPORE (Feb 12): Last week’s sharp plunge in stock prices has certainly jolted investors out of the complacency that has persisted through the better part of the past two years.

SINGAPORE (Jan 29): My Global Portfolio continues to outperform the benchmark MSCI World index over the past one-week, gaining 2.8%. This brings cumulative portfolio returns to 9.8% in the five weeks since inception.