Jian Lim @jianswang: "Our strong insight and strategic..."

Malaysia

Our strong insight and strategic analysis helped us identify $GOOG (Alphabet) as a potential outperformer, and indeed, it has reached new all-time highs, outpacing peers such as $META (Meta Platforms Inc) , $AAPL (Apple) , $MSFT (Microsoft) , $AMZN (Amazon.com Inc) , $TSLA (Tesla Motors, Inc.) , $NVDA (NVIDIA Corporation) and so on recently . Following its recent quarterly report, market confidence in Google’s long-term growth prospects has strengthened. Although valuations are higher now, Google’s diversified business model across search, cloud, AI, and digital advertising provides strong resilience and multiple avenues for continued expansion. While I remain confident in the AI trend and Google’s solid fundamentals, I do see that the main risk ahead lies in overall market volatility. Timing the market is extremely difficult, avoiding downturns often means missing the rallies too. Therefore, I will continue closely monitoring market conditions to ensure our portfolio stays well-positioned to outperform. Lastly, I am pleased that our portfolio continues to beat many benchmarks. And as always, I would want to emphasize again, staying patient and consistently adding funds remain key to long-term success in investing.