The Journey

Joey Koh
The journey of my investing life
Created 09 Feb 2021
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  • Portfolio Review - September 2021
    01 Oct 2021 • 12 min read
    Equity Portfolio Breakdown Blue: Current value as % of my portfolio Orange: Cost as a % of my total cost invested into equities I don’t have a hard rule on % cost allocation on stocks nor a threshold ...
  • Portfolio review - August 2021
    01 Sep 2021 • 12 min read
    Equities Portfolio breakdown Note: % of portfolio uses market value. Cost allocation denotes my cost basis as a % of full position size. 100% means it is a full position, whereas 100% + denotes an ove...
  • Portfolio Review - July 2021
    31 Jul 2021 • 7 min read
    Portfolio breakdown Note: % of portfolio uses market value. Cost allocation denotes my cost basis as a % of full position size. 100% means it is a full position, whereas 100% + denotes an overweight p...
  • Portfolio Analysis - June 2021
    01 Jul 2021 • 7 min read
    Portfolio Note: % of portfolio uses market value. Cost allocation denotes my cost basis as a % of full position size. 100% means it is a full position, whereas 100% + denotes an overweight position. P...
  • Portfolio Analysis - May 2021
    31 May 2021 • 7 min read
    Note: % of portfolio uses market value. Cost allocation denotes my cost basis as a % of full position size. 100% means it is a full position, whereas 100% + denotes an overweight position. I have rece...
  • Portfolio Analysis - April 2021
    01 May 2021 • 4 min read
    Portfolio Summary Note: % of portfolio uses market value. Cost allocation denotes my cost basis as a % of full position size. 100% means it is a full position, whereas 100% + denotes an overweight pos...
  • Portfolio Performance - March 2021
    01 Apr 2021 • 5 min read • 1 0
    Portfolio Summary Note: % of portfolio uses market value. Cost allocation denotes my cost basis as a % of full position size. 100% means it is a full position, whereas 100% + denotes an overweight pos...
  • Portfolio Performance - Feb2021
    27 Feb 2021 • 5 min read
    February 2021 Holdings (% of portfolio value): $ROKU 17% $SE 15% $CRWD 11% $NET 10% $TDOC 8% $DDOG 7% $U 7% $FSLY 6% $NVDA 3% $MP 2% $LMND 2% Cash 6% Portfolio MTD: -5.6% Portfolio YTD: 3.5% Portfolio...
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