MilkTeaBro
MilkTeaBroCertificated Individuals
Tiger Certification: A retail investor with more than 20 years investment experience
39Follow
8405Followers
2Topic
0Badge
$PAX GLOBAL(00327)$ Bought the dip for dividend 
$CHOW SANG SANG(00116)$ Trimmed the position for profits 
$CHINAHONGQIAO(01378)$ Bought the dip for dividend collection 
$UNI MEDICAL(02666)$ Bought the dip for long term investment 
$NVO 20260807 53.0 CALL$ Covered call for premium and tiger coins collection 
$BABA 20260807 150.0 CALL$ Covered call for premium and tiger coins collection 
$SAP SE(SAP)$ Trimmed the position for profits 

July 2026 Portfolio Update: Channeling "Berkshire Time"

July 2036 portfolio gained SGD45000 or 8.3%. Dividend collection is SGD14000 year to date. During the dot-com crash of 2000, Berkshire Hathaway surged over 26% while the tech-heavy NASDAQ plummeted nearly 40%. This period perfectly illustrates "Berkshire Time"—a phenomenon where conservative, value-driven strategies shine while speculative markets crumble. My core portfolio mirrors this defensive philosophy, focusing heavily on Singapore (SG) and Hong Kong (HK) dividend-paying blue chips. To add a bit of growth potential, I maintain a smaller satellite portfolio dedicated to deeply discounted Hang Seng TECH (HS Tech) stocks. While this value-and-yield approach frequently lags behind during aggressive, growth-fueled market rallies, it proved its worth this month by successfully beating the
July 2026 Portfolio Update: Channeling "Berkshire Time"
$XIAOMI-W(01810)$ Bought the dip for market swing trading 
$CHINAHONGQIAO(01378)$ Bought the dip for long term investment 
$ICBC(01398)$ Closed the position for profits 
$HENGAN INT'L(01044)$ Trimmed the position for profits 
$XIAOMI-W(01810)$ Trimmed the position at minor profits 
$TRAVELSKY TECH(00696)$ Bought the dip for long term investment 
$PropNex(OYY.SI)$ Trimmed the position for profits 
$SAP SE(SAP)$ Trimmed the position for profits.
$YUE YUEN IND(00551)$ Trimmed the position at minor profits, long term investment while strive to keep floating gain 
$NVO 20260731 55.0 CALL$ Covered call for premium and tiger coins collection 
$SAP SE(SAP)$ Trimmed the position at minor profits 
$BOC HONG KONG(02388)$ Closed the position for profits 

Go to Tiger App to see more news