- S&P 500 and QQQ update (Bearish)
- Monthly income: Google Oct 9 Expired with full profit
- Long term portfolio
- Exited MSFU for 45% gain in 6-8 months
- Buy hedge in case market goes down
- Increase cash to 10%
- Analysis on VRT - AI data centre
- Analysis on ISRG - Medical devices
Cheers,
Eric
Eric Seto, CPA, CIM
ex-KPMG Auditor and Lecturer