Our Monthly Portfolio Update
April 2026
Dear Investor,
Zee here. What a recovery! In red markets, it is very important to stick to facts- like how the Current S&P 500 profit margin is at an all-time record of 15%.
The S&P500 is now trading at an All Time High (ATH), which also means that if you are in poor fundamental stocks, and they are still dropping the market is pricing them fairly as poor fundamental stocks. Time to review those.
And here it is... Time of the month again, to share our monthly update on our portfolio. You can read last month’s portfolio update here.
Join us on Wednesday 6 May 2026 (7:30-915pm SG Time), for our live Free webinar, where we cover:
* Our resilient investing strategy that we use in our public portfolio
* Stock Analysis: Will Visa be disrupted by AI?
Attendees will also get preview our new AI Powered Stock Market Simulator game where you’ll learn about your investing strengths and weakness.
👉🏼 Click here to reserve a spot. (LINK)
Public Portfolio Update: April 2026
YTD performance: 10.67%
MTD performance: 21.11% (Dark blue line S&P500 at 8.0%)
Cash left uninvested: 35% Cash
Note: No new additions to the portfolio.
Our Portfolio Review:
(1) During the down markets, we kept investing in our watchlist ready of high quality conviction stocks and good ETFs, till we ran out of cash in February.
(2) Lesson learnt: To keep at least 10% cash for super good deals. (For example, prices below the 200 days Moving Average.)
(3) We took partial profits by selling 35% of our positions, as the market flew to All Time High (ATH).
Disclaimer:
All information here is for educational purposes only. This is not financial advice. Please do your own research and speak with a licensed advisor before making any investment decisions. Past performance is not indicative of future returns. How we invest may not suit your investment goals and risk management profile.