If you're making money¡ªsay your stock is going up because you're long¡ªyou need to understand why. What's the real reason behind your gains? Is it because you're good at picking stocks through solid fundamental analysis? Are you skilled at reading charts? Are you simply in sync with the broader market trend? Or¡­ is it just luck?

The harsh truth is that most people amplify their confidence without honestly acknowledging the real source of their profits. Anyone can make money on 20 or 30 out of 100 trades. Anyone can ride a bull market and convince themselves they have some kind of killer instinct. There's an old saying: ¡°You know? It's a bull market.¡±

Take a look at the top 50 market cap stocks in the US, China, and Germany(Europe). Most of them have seen massive gains from 2024 to now. Singapore is moving with the global current. Given its market size, Singapore can't detach itself from the turbulence coming from the world's major players¡ªthe US, China, and the EU.

Follow the flow. Follow the trend. Singapore ¶ÀÉÆÆäÉí? i don't think so.

from 17 Apr to yesterday (6 weeks), Simsci index (same as STI index) rose sharply from 360 to 410, or 13.8%.

As you said earlier, if you had invested the same amount of money across all the 7 stocks equally. I am sure the overall return of your basket is much lower than the broader index gain.

So it is back to your investment objective, which some or us had discussed the topic earlier last year in the forum. if you are trying to beat the benchmark index, obviously this portfolio did a poor job; if you are trying to make some absolute returns, it did the job, however, under a very strong bullish market condition (which means that by just blindly throwing darts on the wall to pick up the stocks still can achieve similar result).

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