Jaran Walia
Jaran Walia @Jaran_30

Performance
All

9.56%2026
2026
13.44%2025
2025
73.24%2024
2024
51.70%2023
2023
-38.97%2022
2022
4.97%2021
2021
73.2%0%-73.2%
Discussions
Jaran Walia
Jaran Walia
Malaysia
2d
Friday update. Portfolio at +9.31% YTD. +1.20% this month. +57% over 2 years. One of my long term positions made news this week. $SPCX (Space Exploration Technologies Corp) announced a deal to acquire a nationwide spectrum portfolio, taking on AT&T, Verizon and T-Mobile directly in wireless. Stock... Show More
Jaran Walia
Jaran Walia
Malaysia
6d
Monday update. Q4 officially open. Portfolio at +8.65% YTD. +0.59% so far in October. +56% over 2 years. Q3 is closed. Here is the honest review. What Q3 looked like. April started the year in a hole at -3.25% YTD. By end of August the portfolio hit +8.22%. Best month of the year was August at +4.51%.... Show More
Jaran Walia
Jaran Walia
Malaysia
13d
Monday update. Portfolio at +9.17% YTD. +0.87% September so far. +68% over 2 years. Two days left in September. Last week was the best week for the S&P 500 and Nasdaq since early August despite Treasury yields hitting levels not seen since 2007. Meta up 13% on the week. Microsoft up 4%. The AI... Show More
Jaran Walia
Jaran Walia
Malaysia
16d
Friday update. Portfolio at +8.72% YTD. +0.46% for September. +68% over 2 years. Bond market is the story this week. The 10 year Treasury yield hit 5.225% on Thursday. Highest level since 2007. The 30 year hit 5.5%. Mortgage rates back above 7.4%. Markets are pricing in a 68% chance of another rate... Show More
Jaran Walia
Jaran Walia
Malaysia
19d
Monday update. Portfolio crossed +10% YTD today. +1.64% this month. +65% over 2 years. Ten percent. Through a seven month Iran war. A Fed rate hike. Oil crossing $ 100. Four separate market selloffs. A semi crash. An Alphabet earnings shock. A 20 year high on Treasury yields. Still here. Still compounding.... Show More
Jaran Walia
Jaran Walia
Malaysia
23d
Friday update. Post Fed week. Portfolio at +7.26% YTD. September MTD -0.89%. +67% over 2 years. The Fed hiked rates by 25 basis points on Wednesday. First hike in three years. Unanimous vote. At least one more hike signalled before year end. Wednesday markets sold off hard. Thursday markets rallied... Show More
Jaran Walia
Jaran Walia
Malaysia
27d
Monday update. Portfolio at +8.12% YTD. September MTD +0.10%. Fed decision Wednesday. This is the week markets have been building toward all year. Rate hike probability jumped to 86% overnight after Saudi Arabia shut a key pipeline bypassing the Strait of Hormuz. Oil is back above $ 100. The Fed meets... Show More
Jaran Walia
Jaran Walia
Malaysia
1mo
Friday update. Portfolio at +7.53% YTD. +0.64% this month. +71% over 2 years. Tough week. Four straight days of losses across the major indexes. Oil crossed $ 100 a barrel for the first time since May. The 10 year Treasury yield hit 4.95%. PPI came in at 5.4% annually yesterday. Rate hike probability... Show More
Jaran Walia
Jaran Walia
Malaysia
1mo
September update. Portfolio at +8.70% YTD. +0.44% this month. +75% over 2 years. A lot happening as we head into what will be one of the most important weeks of 2026 for markets. Iran and the US exchanged strikes again over the weekend. Oil hit six week highs this morning. Brent at $ 97. WTI at $... Show More
Jaran Walia
Jaran Walia
Malaysia
1mo
Edited
Friday update. First post of September. Portfolio at +8.22% YTD. August closed at +4.51%. +68% over 2 years. August was my best month of 2026. And it came right after one of the noisiest stretches of the year. Iran war headlines every week. Treasury yields hitting 20 year highs. A semi selloff. A Fed... Show More

About Jaran Walia
Malaysia
Strategy: Growth

+14% annualized since 2021 | Growth & Income | Risk Score 4 | Malaysia / Indonesia
Show Full Bio
7 Copiers
75 Followers

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