GilbertC | GeekInvestor

The results for 2025 main portfolio [Alpha] below. Decided to make some changes to the portfolio names : 1. Back in 2017/18 - there were alpha, beta, gamma, which contains big tech, mid tech/SaaS and emerging tech companies. 2. After 8 years, they've evolved from FAANG to Magnificent 7. The SaaS as in industry also saw some level of consolidation. 3. A massive cull saw the reduction of 37 positions in early 2024 to just 22 4. For 2026, all of these "first gen" portfolio of stocks will now be under Alpha portfolio. 5. The rest of newer portfolios - Delta, Epsilon and Zeta will remain the same, Zeta being the income/dividend portfolio.

@izuddinhelmi You just got yourself another follower haha! Congrats. I happen to stay about 40km from KL city center.

Progress. My first house. All the blood, sweat, tears and sacrifices will soon be worth it. Going to migrate away from Kuala Lumpur for good.

27Feb’26 Growth Stock Portfolio Allocations $NVDA 23.3% $APP 20.6% $AXON 18.4% $MELI 15.3% $IREN 10.2% $RDDT 9.5% $ALAB 8.6% cash -5.8% YTD -19.13% YTD hi +7.8% (13Jan) YTD lo -25.1% (5Feb) CAGR +31.2% (9.16 yrs; since 1/1/17) changes this week 👇 1/6

End Feb 2026 Update Portfolio alpha : YTD : -9.19% MTD : -7.85% Zero trades Portfolio delta YTD : -16.39% MTD : -9.04% Added SPOT NFLX Portfolio zeta [Dividend] YTD : +2.26% MTD : -0.20% Added to JEPQ BXSL Portfolio epsilon YTD : -4.69% MTD : -6.67% Added CRWD ZETA APP IREN MSFT PANW NOW HOOD

🚨 BREAKING: Stanford just dropped a 200+ page report on the 10 technologies shaping the next decade. Inside: - AI and agentic systems - Biotech and synthetic biology - Energy, quantum, semiconductors - Robotics, space, cryptography 200+ pages. Required reading for builders.

@alexkoh I bought it back in 2012 and it’s only up 2527% …..

I know you bought $META on the dip and wondering why it’s not $1000 yet. Be patience the forecast growth have moved from 24.5 to 26% on a 10 year CAGR and should be realising its valuation once profit on AI is reported in their P&L in the next 12 months. Currently only ads efficiency are being reported and soon products like their ARVR glasses and LLM should convert soon. Take this moment for DCA simple accumulation. Data is always king!

@Thevesh That’s because BNM decided to stop issuing new RM1 and RM5 notes during festive seasons for the past many years already. Not a demand issue but a supply one.

Happy Lunar New Year everyone! To celebrate the day, here's a chart I have always found absolutely hilarious—showing is the value of currency in circulation in Msia for different notes (RM5, RM10, RM1, RM20). My favourite 3 things to point out from this chart are: 1. Chinese like red—even from 2016, there was a clear spike in RM10 notes at the start of every year, during CNY season! 2. Angpow inflation—before 2020, you can see 2 spikes per year for RM5 and RM1, during CNY and then Raya. After pandemic, RM5 and RM1 no longer spike during CNY, only during Raya! Implication = Many Chinese kids no longer accept anything below RM10? 😅 3. Duit Raya inflation—if you look at 2016-2020, you can see that the Raya spike for RM10 is lower than the CNY spike. But for the past 3 years, the Raya spike has been higher! So even though RM5 and RM1 still spike during Raya (btw, this also reveals something about relative income levels of Malay vs Chinese), clearly there is Duit Raya inflation as well! 😆 𝘗𝘚. 𝘐𝘯 2025, 𝘸𝘦 𝘦𝘷𝘦𝘯 𝘴𝘵𝘢𝘳𝘵𝘦𝘥 𝘴𝘦𝘦𝘪𝘯𝘨 𝘊𝘕𝘠 + 𝘙𝘢𝘺𝘢 𝘴𝘱𝘪𝘬𝘦𝘴 𝘧𝘰𝘳 𝘙𝘔20 𝘯𝘰𝘵𝘦𝘴. 𝘈𝘴 𝘢 𝘯𝘦𝘸𝘭𝘺-𝘮𝘢𝘳𝘳𝘪𝘦𝘥 𝘮𝘢𝘯 𝘯𝘰𝘸 𝘦𝘹𝘱𝘦𝘤𝘵𝘦𝘥 𝘵𝘰 𝘥𝘪𝘴𝘣𝘶𝘳𝘴𝘦 𝘢𝘯𝘨𝘱𝘰𝘸, 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘦𝘳𝘳𝘪𝘣𝘭𝘦 𝘯𝘦𝘸𝘴 𝘧𝘰𝘳 𝘮𝘦!!!

It is probably the first time in the history of humanity that Walmart trades at 45 times forward P/E while Amazon trades at 21 times. What is happening!

@ElDiablooo66 @DW_justice1 ... and Wakanda is part of Malaysia, we've got rare earth minerals too like vibranium.

@DW_justice1 That’s so true. Tarzan and Mufasa is my neighbour. We go party all night together with Suri, the black panther.

Why are people going to malaysia. Its literally jungle and tree

The cleanest way to see how the market prices SaaS risk right now Forward EV/Sales vs NTM revenue growth tells a sharper story than headlines. Add GAAP operating margin, and the market’s preferences become obvious fast. High growth alone no longer earns a premium. Profitability decides who gets rewarded. Here’s what stands out from the chart: The regression line is doing the heavy lifting. Most SaaS names still cluster tightly around it, meaning valuation is broadly consistent with forward growth expectations. True outliers are rare, and when they appear, margins explain most of the gap. Green dots punch above their weight. Companies with operating margins above 5% consistently trade at higher EV/Sales for the same growth rate. Names like $PANW, $FTNT, $VEEV, $NOW quietly benefit from margin credibility. Fastest growers stand out immediately. $NET, $APP, $CRWD, $DDOG, $CYBR dominate the right side of the chart. Any growth deceleration hits valuation fast. Forward growth sets the ceiling. Operating margin decides how close a company gets to it. $PLTR was removed for readability. At ~45x forward EV/Sales with 60%+ estimated growth, it lives on its own axis.

@BoonTeeEng This too, shall pass my fellow HoDLer.

Copying a portfolio is easy. Copying conviction is hard. I struggle with this too. You can borrow conviction for a while. But sooner or later, you must do your own work. Without your own research, you won’t size up. And if you do, you won’t sleep well. If you call yourself an investor, not a trader, but keep trading in and out, that’s low conviction. With real conviction, selling feels painful. Like cutting your own flesh.

I'm down 18% from October 2025 ATH, -10% YTD. Just another day in the markets. Volatility is a feature, not a bug. Just HoDL to the best companies in the world. Adding to $NOW $NFLX and $AIPO for my portfolio Epsilon. No trades for the Main Portfolio (alpha).

Whats going on with the market right now.

My tech heavy portfolio is down about 9% since the October 2025 high and its been moving side ways for much of December and January. No plans to sell anything from my main portfolio since there has been no significant changes to the portfolio thesis. Just sitting on my hands and waiting for the story to play out. On the other hand, I have been building up / adding to software names like $NOW as well as $NFLX, a bit of $META and energy related ETF like $AIPO for my portfolio Epsilon.

@realroseceline I have been using Y! Finance since 2015. Recently tried Portseido.com. Great reports and allocation charts. @portseido

I’ve used Yahoo Finance for years, but I’m getting tired of it. What software do you use to track your stock watchlist?

A rather frustrating start to the year - under performing all the indexes. Zero moves for the Main Portfolio Just sitting it out amidst of all the precious metal and crypto madness.

A merger between SpaceX and Tesla would instantly create the Berkshire Hathaway of the modern century. The capital raising and operational efficiencies if both were together are obvious. If this were to happen, it would also bring us one step closer to having one equity instrument for all things Elon which many would want to buy.

First look at Mag 7 earnings estimates as reporting kicks off next week. $TSLA, $MSFT, $META, $AAPL, $GOOGL, $AMZN, $NVDA

@revsterman yeah! you're right!

@gilbertchang It is just the 4% rule, packaged in a different way

25 times. That’s the target. New goals unlocked.

Performance of individual positions for 2025 - the overall performance were dragged down by $META $DDOG $FTNT $NFLX $TTD $NVO $CRM $AAPL $AMZN $TSLA

The results for 2025 main portfolio [Alpha] below. Decided to make some changes to the portfolio names : 1. Back in 2017/18 - there were alpha, beta, gamma, which contains big tech, mid tech/SaaS and emerging tech companies. 2. After 8 years, they've evolved from FAANG to Magnificent 7. The SaaS as in industry also saw some level of consolidation. 3. A massive cull saw the reduction of 37 positions in early 2024 to just 22 4. For 2026, all of these "first gen" portfolio of stocks will now be under Alpha portfolio. 5. The rest of newer portfolios - Delta, Epsilon and Zeta will remain the same, Zeta being the income/dividend portfolio.