I have been hunting for new stocks to add to portfolio beyond the magnificent 7 i.e. the usual Big techs which have dominated US market returns since last year.

As you know, I have been adding to some new international / non-US stock positions per last few trade alerts. Recently, I added to another new name in the portfolio, which I believe has a long runway to multi-year growth and currently trades at a reasonable valuation.

Read more

Big tech earnings releases kept things busy last week and the post-earnings stock moves were quite a sight (Meta +21%!).

Meta blew past all estimates. The rest i.e. Amazon, Microsoft and Google …

Read more

Last week, I highlighted I added to HDFC Bank stock recently in India to take advantage of the recent stock weakness. This week, I continued to increase exposure to select emerging markets via stocks and ETFs where risk/reward is again looking attractive.

LATEST TRADES:

Read more

Visiting Vietnam for the fifth time - partly for some work and partly vacation. Gorging on Ca Phe Muoi a.k.a Salty coffee (seriously, cannot get enough of i…

Read more

Continuing on the portfolio rebalancing in light of the investment opportunities areas I highlighted earlier this month, I made the following trades for the portfolio in the last few days.

LATEST TRADES:

Read more

Markets are hitting all time highs and we are in the midst of earnings season again!

A ton to cover after a bit of a break from these weekly updates. I have been focused on researching new names…

Read more

Starting 2024 on the right note - markets are finally seeing a slight cool-off after the strong year we had in 2023. This is a healthy correction in my view, and I am welcoming it - looking at several areas where I will be looking to add more exposure!

A few days ago, I shared with you my portfolio review and construction process. In case you missed it - you can read it HERE.

Following that, in this note, let’s talk about:

1. The top-down market set-up as we think about 2024 portfolio positioning

2. My Top 7 investment hunting grounds - specific areas where I am seeing investing opportunities

Read more

After a nice 2023 when The Edge portfolio had a solid return and outperformed the benchmark, we now think ahead on 2024 portfolio positioning.

This week, I planned out my strategic asset allocation and identified some of the areas where investing opportunities exist. Will be sharing a full note on that in the coming days.

In the spirit of this 2024 positioning, I have started making several trades for my own portfolio, per below.

Read more

What an year 2023 was!! Most equity and crypto markets were up strongly and hopefully, most of your portfolios too!

It’s that time of the year again when we put our thinking caps on a…

Read more

Hope you had a wonderful Christmas and restful holidays with loved ones.

If you’re looking for some good old holiday reading - here are the top posts from The Edge in 2023. Th…

Read more

Markets continued their strong rally in the week, supported by Fed’s comments suggesting potential rate cuts next year.

Broader market valuations are appearing somewhat stretched. See S&P 500 valuation chart below.

This is a good time to review one’s portfolio to see if there are positions where it makes sense to book some gains, as I did last week.

LATEST PORTFOLIO TRADES:

Read more

Bond yields continued their volatility this past week and additional job cuts were announced in tech. Plus we had more earnings to keep things busy.

But markets have been on a rip! Stocks are up…

Read more

I wrote a full deep-dive note on Docusign back in March (full note HERE) when the new management took over. It’s been a few months since and the new management has been showing some early posit…

Read more

Markets have been having a nice rally this past month.

I took this opportunity to book some nice gains in a tech position and redeploy the proceeds into another name where I think the risk/reward looks more attractive.

LATEST TRADES:

Read more

We had a relatively quiet last week.

There is only one chart that has mattered in the last month - that is the one below. Inflation has been cooling → bringing bond yields down → which has been…

Read more

In the last two notes of the series, we covered:

1. Generative AI

2. AI driven drug discovery

3. eVTOLs / Flying cars

Read the previous two notes here if you missed them - Part 1 and Part 2.

In this Part 3, let’s talk about two more technologies which I believe are promising if we look ahead 5-10 years. Namely, Quantum Computing and Cybersecurity.

Let’s dive right in.

Quantum Computing

• One of the more nascent technologies that has me really excited is Quantum Computing.

• We are at a stage when Quantum computing is not just a lab-based experimental idea but it is gaining traction at commercial level. See below.

  

Read more

Last week, Nividia again crushed earnings and Sam Altman got back to OpenAI after the whole Boardroom drama we covered. Gene editing is now mainstream and property prices and rents ar…

Read more

What a difference a week makes!!

Just last week we talked about OpenAI’s impressive DevDay and all one can think about this week is Sam Altman (OpenAI’s Co-founder and CEO) getting ousted by its…

Read more

A slight delay this week due to travels. But a lot of major events happened last week - so let’s get to it right away.

1. OpenAI DevDay

• Perhaps the most important even…

Read more

Last week in Part 1 of the Series, we discussed Generative AI and its specific applications such as those in discovering new medicines and of course, potential stocks…

Read more