$DFS

Total 4 Posts

Top 5 Holdings - July 2020

By popular demand I am going to start publishing my top 5 holdings at the start of each month. These top 5 make up 54% of my total portfolio and gives you the flavor of stocks I am most committed to.

Banking on this software company

Over 40% of the top 20 largest banks in South-East Asia run this banking software including 3 of the 5 largest ASEAN super regional financial institutions. Fast growth and a high return on equity caught our eye. The deeper we dug the more we liked.

Simply sizzling performance

Since March 1st, we are up 55% versus the market's approx 25% Since January 1st, we are up 112% versus the markets approx break even performance.

Putting money to work as we emerge from Covid-19 lockdown

Spending patterns changed and should switch back - so I looked at the usual suspect - Visa Inc. (NYSE:V), Mastercard Inc. (NYSE: MA), American Express (NYSE:AXP) - but I think I found the best value in
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