Our Monthly Portfolio Update
March 2026
Dear Investor,
Zee here. What a month of so much drama and news!
I was in Korea for a month-long work engagement, but unfortunately came down with a severe case of food poisoning during the trip, which set me back more than expected, hence the delay in posting.
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.
Announcement:
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👉🏼 Click here to reserve a spot. (LINK)
Public Portfolio Update: March 2026
YTD performance: -6.90%
MTD performance: -8.53% (Dark blue line S&P500 at -5.0%)
Cash left uninvested: Fully invested
Note: No new additions to the portfolio.
Our Portfolio Review:
(I) A negative month for us, but we are not concerned as we are invested in high quality ETFs and stocks.
(II) Unfortunately, we do not have uninvested cash left to buy more of these high quality ETFs and stocks, which are now in a greater discount.
(III) The market will eventually recover and bounce back higher than before, as seen in April 2025 and May 2025, where the account recovered from -23.06% (YTD) to +1.11% (YTD), effectively a jump of +24.17% (YTD).
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.






