Jian Lim @jianswang: "Our portfolio is outperforming all..."

Malaysia

Our portfolio is outperforming all the major indices, including the $NSDQ100 , $DJ30 , and $SPX500 this year, and is now hitting all-time highs. It is a relief, especially when we think back to how uncertain the environment felt not long ago. Yet, people seem to have forgotten about that uncertainty, as markets continue to climb. Inflation did not spike as much as some had anticipated, which has also supported sentiment. What is really happening? Could it be that the economy is reacting by stockpiling products, creating the impression that growth is not slowing? Or is it that tariffs are not significantly deterring economic momentum? My personal view leans toward the first explanation. However, this does not mean we should stop investing. Although l think there are still uncertainties, I believe the AI industry including $GOOG (Alphabet) , $NVDA (NVIDIA Corporation) , $MSFT (Microsoft) , $META (Meta Platforms Inc) , $TSLA (Tesla Motors, Inc.) etc. will help to drive a higher economic productivity for everyone. Market downturns are unavoidable, but what matters is building a resilient portfolio, one that captures more upside during the bulls and limits value erosion during bears. The best approach is to be patient and keep adding funds whenever possible. 🤗