Lone wolf investor

  (Free Image Credit: Freepik) This article is a tribute to a close friend who passed on 6 years ago. 6 years ago, today, I lost a friend I respect and admire. His wisdom, his generosity and his brotherhood will always be remembered. His kindness towards everyone will always be an inspiration to me. God bless.  Welcome to the new investment year of 2026 when everyone starts on a clean slate. If you have done well last year, give yourself a pat on the back, if you had not done so, there is no need to be despondent. Just dust yourself off and carry on. I wish everyone a profitable year ahead. For those who are new to my blog, let me take this opportunity to welcome you. I hope you enjoy reading my blog as much as I enjoy writing it. Let me make a formal introduction of myself and the purpose of my blog. Today is the 5th anniversary of Lone Wolf Investor. The blog was officially launched on the 10th of Jan 2021, at the height of the COVID 19 pandemic. During the pandemic, there w...

  (Free image credit: freepik.com; fun is over, back to school) Market Summary 29 Dec – 4 Jan 2026 *USA* -US attacked Venezuela, captured Maduro and his wife; will look to tap Venezuelan oil reserves: Trump   + Americans applied for jobless claims fell by 16,000 to 199,000 vs previous wk’s 215,000, layoffs at historical low  + Trump pauses US tariff hike on furniture, cabinets for 1 year   + US home prices rose by 1.7% YoY in Oct at slowest annual rate >13 years: S&P/Case-Shiller  -US pending home sales saw a monthly jump of 3.3% in Nov, highest in near 3 yrs   -Trump blocked Chinese-controlled HieFo Copr for keeping US$2.92m chip deal with Emcore to protect US interest   -Citigroup expects a loss of >1bn from the sale of its remaining business in Russia  + Intel completed US$5bn stock sale to Nvidia  + Meta buys China-founded Singapore based startup Manus in latest move to advance its AI efforts  + Boeing awarded US$8.6bn cont...

  (Image credit: Freepik.com) Before I start, I would like to pray for the victims and families of the horrific tragedy at Bondi Beach and those affected by the floods across South East Asia. May God grant those affected with peace and strength in their recovery. Amen. 🙏 My review will start by giving thanks to all my friends for their friendship and wisdom. With your kindness and guidance, my world is a much better place. Please take a rain cheque for more lunches and coffee in the coming year. Commentary   Lone Wolf Fund(LWF) Portfolio as at end of Dec 2025 1.) Cash 2.)  Genting Singapore *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . LWF had a reasonable 2025. I probably did “67” for the year. The total return included dividends and cash yield came in at 18.5% unleveraged, which is higher than the previous 5 years average total returns of 17.5% and 13% over a 20-year period. Although the return was ...

  Cutting losses wasn’t the first home coming I was looking after two weeks of holidaying. Thai Bev had fallen below my support. I took the opportunity to clear the dead wood in my portfolio. I like Thai Beverage’s business, less so on the price movement. Sellers are willing to sell the shares at current low levels even though there was a cum dividend(1.7c) status. There was a 3% drawdown on the position.  Maybe one day, I might find my way back to the stock again. In the meantime, I had enough alcohol, time for a break. Overall, I don’t think the multiple trades in Thai Beverage made me much money neither did it made me lose my pants , but it sure is an interesting experiment. 😅More details at the end of year review. God bless. Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joincha...

  (Wishing all readers a happy 2026) Market Summary 22-28 Dec 2025 *USA* + US GDP advanced an annualised 4.3% in Q3, highest in 2 yrs vs 3.8% in Q2, and forecasts of 3.3%  + US spending helped drive 4.3% GDP growth from Jul-Sept; delayed report  ± US price index for domestic purchase increased by 3.4% in Q3, PCE index increased by 2.8%, excluding food and energy prices at 2.9% from 2.6% in Q2   ± US manufacturing production up 1.9% YoY in Nov, following 2.1% rise in Oct: delayed report  -US's manufactured new orders durable goods fell by 2.2% MoM to US$307.4bn -US Consumer Sentiment Index up 3.7% MoM in Dec to 52.9; lower than the preliminary report and declined by 28.5% on annual level  -US Conference Board Consumer Confidence Index at 89.1, fell by 3.8 pts compared to revised Nov figure  + US average price of unleaded gasoline has been below US$3 a gallon for most of the mth, lowest level since 2021  + US corporate profits rose 4.4% in Q3 to US$...